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 | $86,327 | $131,829-34.5% | $108,579-20.5% | $273,961-68.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.38% | -91.57%+95.9pp | -51.70%+56.1pp | 41.45%-37.1pp |
| Employer contribution / active EE | $639 | $4,912-87.0% | $3,758-83.0% | $4,869-86.9% |
| Participant deferral / active EE | $6,018 | $5,127+17.4% | $4,311+39.6% | $5,287+13.8% |
| Admin fee / account holder | $0 | $10,252-100.0% | $7,645-100.0% | $10,132-100.0% |