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 | $95,023 | $92,222+3.0% | $76,768+23.8% | $135,375-29.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.29% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.0pp |
| Employer contribution / active EE | $444 | $3,216-86.2% | $2,485-82.1% | $4,779-90.7% |
| Participant deferral / active EE | $2,075 | $4,509-54.0% | $3,852-46.1% | $5,609-63.0% |
| Admin fee / account holder | $19 | $10,748-99.8% | $6,675-99.7% | $10,827-99.8% |