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 | $84,596 | $113,935-25.8% | $94,224-10.2% | $125,391-32.5% |
| Participation rate | 90.9% | 82.9%+8.0pp | 78.8%+12.1pp | 83.2%+7.7pp |
| Annual return | -0.15% | 5.29%-5.4pp | 10.68%-10.8pp | 282.22%-282.4pp |
| Employer contribution / active EE | $475 | $4,727-89.9% | $3,587-86.7% | $4,866-90.2% |
| Participant deferral / active EE | $5,880 | $5,179+13.5% | $4,320+36.1% | $5,352+9.9% |
| Admin fee / account holder | $0 | $8,391-100.0% | $6,269-100.0% | $9,540-100.0% |