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 | $93,359 | $167,307-44.2% | $143,757-35.1% | $134,475-30.6% |
| Participation rate | 78.3% | 84.8%-6.5pp | 80.3%-2.0pp | 81.2%-3.0pp |
| Annual return | -16.38% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $988 | $5,619-82.4% | $4,951-80.0% | $4,740-79.2% |
| Participant deferral / active EE | $5,499 | $6,446-14.7% | $5,637-2.5% | $6,400-14.1% |
| Admin fee / account holder | $155 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |