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 | $128,909 | $138,065-6.6% | $123,544+4.3% | $135,375-4.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -7.08% | 153.68%-160.8pp | 119.20%-126.3pp | 519.73%-526.8pp |
| Employer contribution / active EE | $406 | $5,151-92.1% | $4,628-91.2% | $4,779-91.5% |
| Participant deferral / active EE | $4,480 | $6,799-34.1% | $6,426-30.3% | $5,609-20.1% |
| Admin fee / account holder | $296 | $10,916-97.3% | $9,284-96.8% | $10,827-97.3% |