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 | $172,261 | $135,635+27.0% | $110,238+56.3% | $135,375+27.2% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -6.16% | 513.19%-519.3pp | 314.74%-320.9pp | 519.73%-525.9pp |
| Employer contribution / active EE | $555 | $4,906-88.7% | $3,826-85.5% | $4,779-88.4% |
| Participant deferral / active EE | $5,567 | $5,506+1.1% | $4,672+19.2% | $5,609-0.7% |
| Admin fee / account holder | $61 | $11,457-99.5% | $8,547-99.3% | $10,827-99.4% |