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 | $121,884 | $95,862+27.1% | $79,550+53.2% | $134,475-9.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -1.32% | -2.69%+1.4pp | 0.16%-1.5pp | 417.96%-419.3pp |
| Employer contribution / active EE | $507 | $3,128-83.8% | $2,413-79.0% | $4,740-89.3% |
| Participant deferral / active EE | $5,000 | $4,693+6.5% | $3,985+25.5% | $6,400-21.9% |
| Admin fee / account holder | $183 | $9,126-98.0% | $6,832-97.3% | $11,426-98.4% |