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 | $73,004 | $127,386-42.7% | $115,037-36.5% | $125,391-41.8% |
| Participation rate | 93.3% | 84.2%+9.2pp | 81.4%+12.0pp | 83.2%+10.1pp |
| Annual return | -1.66% | 31.28%-32.9pp | 26.14%-27.8pp | 282.22%-283.9pp |
| Employer contribution / active EE | $775 | $5,166-85.0% | $4,608-83.2% | $4,866-84.1% |
| Participant deferral / active EE | $5,163 | $6,423-19.6% | $6,026-14.3% | $5,352-3.5% |
| Admin fee / account holder | $8 | $9,516-99.9% | $8,175-99.9% | $9,540-99.9% |