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 | $84,409 | $180,449-53.2% | $154,107-45.2% | $135,375-37.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.55% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $940 | $6,035-84.4% | $5,298-82.3% | $4,779-80.3% |
| Participant deferral / active EE | $6,736 | $5,806+16.0% | $5,081+32.6% | $5,609+20.1% |
| Admin fee / account holder | $25 | $16,143-99.8% | $13,411-99.8% | $10,827-99.8% |