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 | $187,127 | $62,586+199.0% | $76,768+143.8% | $64,186+191.5% |
| Participation rate | 88.2% | 72.8%+15.4pp | 77.0%+11.3pp | 69.6%+18.7pp |
| Annual return | -6.69% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $370 | $1,832-79.8% | $2,485-85.1% | $2,381-84.5% |
| Participant deferral / active EE | $7,506 | $3,145+138.7% | $3,852+94.9% | $3,470+116.3% |
| Admin fee / account holder | $241 | $4,667-94.8% | $6,675-96.4% | $4,888-95.1% |