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 5-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 | $233,002 | $142,344+63.7% | $119,609+94.8% | $134,475+73.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.45% | -12.44%-3.0pp | -14.97%-0.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,023 | $5,222-80.4% | $4,232-75.8% | $4,740-78.4% |
| Participant deferral / active EE | $7,160 | $6,469+10.7% | $5,602+27.8% | $6,400+11.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |