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 | $138,402 | $98,463+40.6% | $119,258+16.1% | $85,850+61.2% |
| Participation rate | 76.7% | 77.6%-0.9pp | 82.7%-6.0pp | 69.3%+7.4pp |
| Annual return | 17.41% | 38.53%-21.1pp | 30.69%-13.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $0 | $3,698-100.0% | $4,384-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,540 | $4,942-8.1% | $6,111-25.7% | $3,952+14.9% |
| Admin fee / account holder | $158 | $7,493-97.9% | $7,226-97.8% | $6,260-97.5% |