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 | $95,516 | $99,640-4.1% | $86,436+10.5% | $134,475-29.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.53% | 6782.58%-6799.1pp | 4394.89%-4411.4pp | 417.96%-434.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $8,950 | $7,246+23.5% | $6,952+28.7% | $6,400+39.8% |
| Admin fee / account holder | $109 | $8,371-98.7% | $6,731-98.4% | $11,426-99.0% |