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 | $99,453 | $138,065-28.0% | $123,544-19.5% | $135,375-26.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.87% | 153.68%-159.6pp | 119.20%-125.1pp | 519.73%-525.6pp |
| Employer contribution / active EE | $525 | $5,151-89.8% | $4,628-88.7% | $4,779-89.0% |
| Participant deferral / active EE | $3,832 | $6,799-43.6% | $6,426-40.4% | $5,609-31.7% |
| Admin fee / account holder | $240 | $10,916-97.8% | $9,284-97.4% | $10,827-97.8% |