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 9-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 | $144,982 | $85,790+69.0% | $67,313+115.4% | $135,375+7.1% |
| Participation rate | 75.0% | 76.5%-1.5pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -7.38% | -0.54%-6.8pp | -4.08%-3.3pp | 519.73%-527.1pp |
| Employer contribution / active EE | $431 | $3,487-87.6% | $2,566-83.2% | $4,779-91.0% |
| Participant deferral / active EE | $11,731 | $4,651+152.2% | $3,568+228.8% | $5,609+109.2% |
| Admin fee / account holder | $14 | $6,392-99.8% | $4,507-99.7% | $10,827-99.9% |