See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,988 | $101,317-12.2% | $146,958-39.4% | $74,495+19.5% |
| Participation rate | 83.5% | 75.5%+8.0pp | 82.2%+1.3pp | 67.2%+16.3pp |
| Annual return | 14.94% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $8,776 | $7,303+20.2% | $8,070+8.8% | $4,346+102.0% |
| Admin fee / account holder | $204 | $1,739-88.3% | $12,998-98.4% | $1,942-89.5% |