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 | $190,342 | $133,958+42.1% | $112,228+69.6% | $134,475+41.5% |
| Participation rate | 92.3% | 78.6%+13.8pp | 75.1%+17.2pp | 81.2%+11.1pp |
| Annual return | -13.58% | 47.11%-60.7pp | 27.45%-41.0pp | 417.96%-431.5pp |
| Employer contribution / active EE | $80 | $4,038-98.0% | $3,635-97.8% | $4,740-98.3% |
| Participant deferral / active EE | $2,684 | $5,291-49.3% | $4,728-43.2% | $6,400-58.1% |
| Admin fee / account holder | $25 | $7,489-99.7% | $6,410-99.6% | $11,426-99.8% |