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 9-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 | $88,381 | $97,044-8.9% | $83,333+6.1% | $135,375-34.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.49% | 12.31%-17.8pp | 10.63%-16.1pp | 519.73%-525.2pp |
| Employer contribution / active EE | $338 | $4,143-91.8% | $3,379-90.0% | $4,779-92.9% |
| Participant deferral / active EE | $7,150 | $5,964+19.9% | $5,565+28.5% | $5,609+27.5% |
| Admin fee / account holder | $180 | $8,380-97.8% | $7,510-97.6% | $10,827-98.3% |