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 | $136,920 | $107,791+27.0% | $90,645+51.1% | $135,375+1.1% |
| Participation rate | 90.5% | 78.0%+12.4pp | 74.0%+16.5pp | 82.6%+7.8pp |
| Annual return | -4.03% | -0.90%-3.1pp | 1.88%-5.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,497 | $3,872+145.3% | $3,425+177.3% | $5,609+69.3% |
| Admin fee / account holder | $12 | $5,930-99.8% | $4,994-99.8% | $10,827-99.9% |