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 | $59,316 | $167,307-64.5% | $143,757-58.7% | $134,475-55.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -17.46% | 0.46%-17.9pp | -0.04%-17.4pp | 417.96%-435.4pp |
| Employer contribution / active EE | $1,127 | $5,619-79.9% | $4,951-77.2% | $4,740-76.2% |
| Participant deferral / active EE | $5,331 | $6,446-17.3% | $5,637-5.4% | $6,400-16.7% |
| Admin fee / account holder | $17 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |