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 | $64,415 | $133,958-51.9% | $112,228-42.6% | $134,475-52.1% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -10.29% | 47.11%-57.4pp | 27.45%-37.7pp | 417.96%-428.3pp |
| Employer contribution / active EE | $451 | $4,038-88.8% | $3,635-87.6% | $4,740-90.5% |
| Participant deferral / active EE | $3,701 | $5,291-30.1% | $4,728-21.7% | $6,400-42.2% |
| Admin fee / account holder | $244 | $7,489-96.7% | $6,410-96.2% | $11,426-97.9% |