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 | $109,824 | $97,044+13.2% | $83,333+31.8% | $135,375-18.9% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -6.51% | 12.31%-18.8pp | 10.63%-17.1pp | 519.73%-526.2pp |
| Employer contribution / active EE | $0 | $4,143-100.0% | $3,379-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,236 | $5,964+38.1% | $5,565+48.0% | $5,609+46.8% |
| Admin fee / account holder | $32 | $8,380-99.6% | $7,510-99.6% | $10,827-99.7% |