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 | $122,170 | $180,449-32.3% | $154,107-20.7% | $135,375-9.8% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -6.61% | 888.09%-894.7pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,030 | $6,035-82.9% | $5,298-80.6% | $4,779-78.4% |
| Participant deferral / active EE | $3,375 | $5,806-41.9% | $5,081-33.6% | $5,609-39.8% |
| Admin fee / account holder | $14 | $16,143-99.9% | $13,411-99.9% | $10,827-99.9% |