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 | $145,441 | $152,651-4.7% | $105,218+38.2% | $125,391+16.0% |
| Participation rate | 75.0% | 81.5%-6.5pp | 77.2%-2.2pp | 83.2%-8.2pp |
| Annual return | -1.25% | 8.24%-9.5pp | 5.33%-6.6pp | 282.22%-283.5pp |
| Employer contribution / active EE | $0 | $4,802-100.0% | $3,255-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $13,576 | $6,660+103.9% | $4,867+179.0% | $5,352+153.7% |
| Admin fee / account holder | $20 | $14,248-99.9% | $6,992-99.7% | $9,540-99.8% |