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 | $59,451 | $138,044-56.9% | $125,339-52.6% | $134,475-55.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -4.19% | 750.33%-754.5pp | 572.05%-576.2pp | 417.96%-422.2pp |
| Employer contribution / active EE | $538 | $5,243-89.7% | $4,814-88.8% | $4,740-88.6% |
| Participant deferral / active EE | $10,963 | $7,799+40.6% | $7,446+47.2% | $6,400+71.3% |
| Admin fee / account holder | $65 | $11,571-99.4% | $10,010-99.4% | $11,426-99.4% |