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 | $107,893 | $107,334+0.5% | $92,893+16.1% | $152,861-29.4% |
| Participation rate | 73.7% | 79.8%-6.1pp | 76.0%-2.3pp | 82.4%-8.8pp |
| Annual return | 20.87% | 145.58%-124.7pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $0 | $4,221-100.0% | $3,653-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,007 | $4,845+3.4% | $4,236+18.2% | $5,850-14.4% |
| Admin fee / account holder | $132 | $7,079-98.1% | $5,794-97.7% | $11,596-98.9% |