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 | $125,804 | $138,065-8.9% | $123,544+1.8% | $135,375-7.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.18% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $430 | $5,151-91.7% | $4,628-90.7% | $4,779-91.0% |
| Participant deferral / active EE | $2,305 | $6,799-66.1% | $6,426-64.1% | $5,609-58.9% |
| Admin fee / account holder | $145 | $10,916-98.7% | $9,284-98.4% | $10,827-98.7% |