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 | $106,925 | $105,998+0.9% | $92,233+15.9% | $147,584-27.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.00% | 50.05%-39.0pp | 176.28%-165.3pp | 578.55%-567.5pp |
| Employer contribution / active EE | $486 | $4,333-88.8% | $3,679-86.8% | $4,876-90.0% |
| Participant deferral / active EE | $6,167 | $4,478+37.7% | $3,897+58.3% | $5,439+13.4% |
| Admin fee / account holder | $262 | $6,332-95.9% | $5,194-95.0% | $10,885-97.6% |