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 | $99,060 | $167,484-40.9% | $151,611-34.7% | $134,475-26.3% |
| Participation rate | 79.2% | 88.4%-9.2pp | 87.5%-8.3pp | 81.2%-2.1pp |
| Annual return | -11.40% | 7.80%-19.2pp | 3.33%-14.7pp | 417.96%-429.4pp |
| Employer contribution / active EE | $221 | $6,829-96.8% | $6,166-96.4% | $4,740-95.3% |
| Participant deferral / active EE | $3,578 | $8,986-60.2% | $8,363-57.2% | $6,400-44.1% |
| Admin fee / account holder | $247 | $13,783-98.2% | $11,616-97.9% | $11,426-97.8% |