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 | $149,385 | $97,757+52.8% | $83,848+78.2% | $135,375+10.3% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -7.29% | 1287.37%-1294.7pp | 850.88%-858.2pp | 519.73%-527.0pp |
| Employer contribution / active EE | $507 | $4,222-88.0% | $3,631-86.0% | $4,779-89.4% |
| Participant deferral / active EE | $5,070 | $4,682+8.3% | $4,082+24.2% | $5,609-9.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |