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 4-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 | $205,300 | $190,805+7.6% | $159,960+28.3% | $134,475+52.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.87% | 552.23%-572.1pp | 408.60%-428.5pp | 417.96%-437.8pp |
| Employer contribution / active EE | $1 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $13,683 | $6,923+97.6% | $6,182+121.3% | $6,400+113.8% |
| Admin fee / account holder | $129 | $10,471-98.8% | $8,698-98.5% | $11,426-98.9% |