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 | $168,677 | $190,805-11.6% | $159,960+5.4% | $134,475+25.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -15.69% | 552.23%-567.9pp | 408.60%-424.3pp | 417.96%-433.7pp |
| Employer contribution / active EE | $613 | $4,995-87.7% | $4,226-85.5% | $4,740-87.1% |
| Participant deferral / active EE | $22,550 | $6,923+225.7% | $6,182+264.7% | $6,400+252.4% |
| Admin fee / account holder | $79 | $10,471-99.2% | $8,698-99.1% | $11,426-99.3% |