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 | $145,230 | $138,065+5.2% | $123,544+17.6% | $135,375+7.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.41% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.1pp |
| Employer contribution / active EE | $497 | $5,151-90.4% | $4,628-89.3% | $4,779-89.6% |
| Participant deferral / active EE | $17,583 | $6,799+158.6% | $6,426+173.6% | $5,609+213.5% |
| Admin fee / account holder | $61 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |