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 | $83,864 | $167,484-49.9% | $151,611-44.7% | $134,475-37.6% |
| Participation rate | 77.8% | 88.4%-10.6pp | 87.5%-9.7pp | 81.2%-3.4pp |
| Annual return | -20.15% | 7.80%-27.9pp | 3.33%-23.5pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,240 | $6,829-81.8% | $6,166-79.9% | $4,740-73.8% |
| Participant deferral / active EE | $7,206 | $8,986-19.8% | $8,363-13.8% | $6,400+12.6% |
| Admin fee / account holder | $3 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |