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 | $50,116 | $160,055-68.7% | $140,016-64.2% | $135,375-63.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.41% | 911.38%-919.8pp | 651.12%-659.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $769 | $6,420-88.0% | $5,606-86.3% | $4,779-83.9% |
| Participant deferral / active EE | $10,097 | $7,642+32.1% | $6,927+45.8% | $5,609+80.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |