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 | $90,817 | $72,404+25.4% | $110,238-17.6% | $64,186+41.5% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -6.21% | -6.29%+0.1pp | 314.74%-321.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $404 | $2,282-82.3% | $3,826-89.4% | $2,381-83.0% |
| Participant deferral / active EE | $3,696 | $3,469+6.5% | $4,672-20.9% | $3,470+6.5% |
| Admin fee / account holder | $73 | $5,664-98.7% | $8,547-99.1% | $4,888-98.5% |