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 9-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 | $102,086 | $168,632-39.5% | $147,614-30.8% | $125,391-18.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.34% | 77.65%-80.0pp | 61.98%-64.3pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,086 | $6,252-82.6% | $5,564-80.5% | $4,866-77.7% |
| Participant deferral / active EE | $3,675 | $5,507-33.3% | $4,895-24.9% | $5,352-31.3% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,611-100.0% | $9,540-100.0% |