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 | $76,088 | $160,055-52.5% | $140,016-45.7% | $135,375-43.8% |
| Participation rate | 81.8% | 88.5%-6.7pp | 87.5%-5.7pp | 82.6%-0.8pp |
| Annual return | -5.78% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,222 | $6,420-81.0% | $5,606-78.2% | $4,779-74.4% |
| Participant deferral / active EE | $3,578 | $7,642-53.2% | $6,927-48.4% | $5,609-36.2% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |