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 | $92,605 | $95,862-3.4% | $79,550+16.4% | $134,475-31.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.62% | -2.69%-12.9pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $100 | $3,128-96.8% | $2,413-95.9% | $4,740-97.9% |
| Participant deferral / active EE | $19,250 | $4,693+310.2% | $3,985+383.0% | $6,400+200.8% |
| Admin fee / account holder | $0 | $9,126-100.0% | $6,832-100.0% | $11,426-100.0% |