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 7-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 | $62,541 | $167,484-62.7% | $151,611-58.7% | $134,475-53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -8.04% | 7.80%-15.8pp | 3.33%-11.4pp | 417.96%-426.0pp |
| Employer contribution / active EE | $1,286 | $6,829-81.2% | $6,166-79.1% | $4,740-72.9% |
| Participant deferral / active EE | $11,011 | $8,986+22.5% | $8,363+31.7% | $6,400+72.1% |
| Admin fee / account holder | $153 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |