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 | $103,691 | $87,540+18.5% | $75,781+36.8% | $125,391-17.3% |
| Participation rate | 77.3% | 80.2%-2.9pp | 75.8%+1.5pp | 83.2%-5.9pp |
| Annual return | -1.19% | 13.48%-14.7pp | 9.68%-10.9pp | 282.22%-283.4pp |
| Employer contribution / active EE | $426 | $3,930-89.2% | $3,323-87.2% | $4,866-91.2% |
| Participant deferral / active EE | $3,315 | $4,229-21.6% | $3,651-9.2% | $5,352-38.1% |
| Admin fee / account holder | $50 | $6,502-99.2% | $5,299-99.1% | $9,540-99.5% |