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 | $42,079 | $180,449-76.7% | $154,107-72.7% | $135,375-68.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -5.87% | 888.09%-894.0pp | 735.12%-741.0pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,210 | $6,035-79.9% | $5,298-77.2% | $4,779-74.7% |
| Participant deferral / active EE | $2,355 | $5,806-59.4% | $5,081-53.7% | $5,609-58.0% |
| Admin fee / account holder | $51 | $16,143-99.7% | $13,411-99.6% | $10,827-99.5% |