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 9-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 | $70,175 | $127,386-44.9% | $115,037-39.0% | $125,391-44.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.34% | 31.28%-34.6pp | 26.14%-29.5pp | 282.22%-285.6pp |
| Employer contribution / active EE | $836 | $5,166-83.8% | $4,608-81.9% | $4,866-82.8% |
| Participant deferral / active EE | $5,091 | $6,423-20.7% | $6,026-15.5% | $5,352-4.9% |
| Admin fee / account holder | $97 | $9,516-99.0% | $8,175-98.8% | $9,540-99.0% |