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 | $35,686 | $167,307-78.7% | $143,757-75.2% | $134,475-73.5% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -3.46% | 0.46%-3.9pp | -0.04%-3.4pp | 417.96%-421.4pp |
| Employer contribution / active EE | $1,064 | $5,619-81.1% | $4,951-78.5% | $4,740-77.6% |
| Participant deferral / active EE | $5,991 | $6,446-7.0% | $5,637+6.3% | $6,400-6.4% |
| Admin fee / account holder | $76 | $18,088-99.6% | $14,673-99.5% | $11,426-99.3% |