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 | $44,772 | $167,484-73.3% | $151,611-70.5% | $134,475-66.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -19.35% | 7.80%-27.1pp | 3.33%-22.7pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,432 | $6,829-79.0% | $6,166-76.8% | $4,740-69.8% |
| Participant deferral / active EE | $3,392 | $8,986-62.3% | $8,363-59.4% | $6,400-47.0% |
| Admin fee / account holder | $194 | $13,783-98.6% | $11,616-98.3% | $11,426-98.3% |