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 | $83,261 | $77,314+7.7% | $177,989-53.2% | $80,856+3.0% |
| Participation rate | 78.6% | 65.7%+12.9pp | 77.1%+1.5pp | 67.6%+10.9pp |
| Annual return | 11.48% | 18.09%-6.6pp | 294.48%-283.0pp | 35.59%-24.1pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,122 | $4,411-6.5% | $6,276-34.3% | $4,296-4.0% |
| Admin fee / account holder | $229 | $7,191-96.8% | $10,363-97.8% | $6,918-96.7% |