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 | $146,080 | $92,222+58.4% | $76,768+90.3% | $135,375+7.9% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -5.51% | 5.46%-11.0pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,120 | $4,509-8.6% | $3,852+7.0% | $5,609-26.5% |
| Admin fee / account holder | $282 | $10,748-97.4% | $6,675-95.8% | $10,827-97.4% |