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 | $137,930 | $91,538+50.7% | $129,995+6.1% | $75,163+83.5% |
| Participation rate | 70.2% | 71.4%-1.3pp | 78.5%-8.3pp | 67.2%+3.0pp |
| Annual return | 14.80% | -631.11%+645.9pp | -137.18%+152.0pp | 160.62%-145.8pp |
| Employer contribution / active EE | $576 | $2,845-79.8% | $4,320-86.7% | $2,670-78.4% |
| Participant deferral / active EE | $4,219 | $4,341-2.8% | $5,820-27.5% | $4,125+2.3% |
| Admin fee / account holder | $90 | $6,790-98.7% | $10,614-99.2% | $5,651-98.4% |