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 | $64,440 | $97,757-34.1% | $83,848-23.1% | $135,375-52.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.08% | 1287.37%-1294.5pp | 850.88%-858.0pp | 519.73%-526.8pp |
| Employer contribution / active EE | $84 | $4,222-98.0% | $3,631-97.7% | $4,779-98.2% |
| Participant deferral / active EE | $12,084 | $4,682+158.1% | $4,082+196.1% | $5,609+115.4% |
| Admin fee / account holder | $207 | $6,674-96.9% | $5,478-96.2% | $10,827-98.1% |