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 | $99,885 | $69,518+43.7% | $59,878+66.8% | $135,375-26.2% |
| Participation rate | 91.7% | 77.8%+13.8pp | 74.7%+17.0pp | 82.6%+9.0pp |
| Annual return | -4.75% | 7.94%-12.7pp | 3.46%-8.2pp | 519.73%-524.5pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $4,206-51.4% | $3,402-39.9% | $5,609-63.6% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,590-100.0% | $10,827-100.0% |