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 | $65,211 | $131,829-50.5% | $108,579-39.9% | $273,961-76.2% |
| Participation rate | 89.5% | 83.5%+6.0pp | 79.6%+9.9pp | 83.0%+6.5pp |
| Annual return | 8.43% | -91.57%+100.0pp | -51.70%+60.1pp | 41.45%-33.0pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $4,104 | $5,127-20.0% | $4,311-4.8% | $5,287-22.4% |
| Admin fee / account holder | $33 | $10,252-99.7% | $7,645-99.6% | $10,132-99.7% |