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 | $68,292 | $135,635-49.7% | $110,238-38.1% | $135,375-49.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.62% | 513.19%-518.8pp | 314.74%-320.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $544 | $4,906-88.9% | $3,826-85.8% | $4,779-88.6% |
| Participant deferral / active EE | $3,180 | $5,506-42.3% | $4,672-31.9% | $5,609-43.3% |
| Admin fee / account holder | $255 | $11,457-97.8% | $8,547-97.0% | $10,827-97.6% |