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 9-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 | $73,632 | $57,354+28.4% | $83,848-12.2% | $64,186+14.7% |
| Participation rate | 76.7% | 68.6%+8.1pp | 76.1%+0.5pp | 69.6%+7.1pp |
| Annual return | -7.03% | 11.38%-18.4pp | 850.88%-857.9pp | 7.63%-14.7pp |
| Employer contribution / active EE | $342 | $2,545-86.6% | $3,631-90.6% | $2,381-85.6% |
| Participant deferral / active EE | $2,362 | $2,993-21.1% | $4,082-42.1% | $3,470-31.9% |
| Admin fee / account holder | $146 | $4,046-96.4% | $5,478-97.3% | $4,888-97.0% |