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 5-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 | $141,828 | $99,985+41.8% | $146,665-3.3% | $85,850+65.2% |
| Participation rate | 84.1% | 73.1%+11.0pp | 80.1%+4.0pp | 69.3%+14.8pp |
| Annual return | 0.00% | 18.93%-18.9pp | 22.74%-22.7pp | 318.53%-318.5pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,213 | $4,006-44.8% | $5,506-59.8% | $3,952-44.0% |
| Admin fee / account holder | $49 | $7,702-99.4% | $10,280-99.5% | $6,260-99.2% |