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 9-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 | $86,725 | $131,829-34.2% | $108,579-20.1% | $273,961-68.3% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.6%+0.4pp | 83.0%-3.0pp |
| Annual return | 5.14% | -91.57%+96.7pp | -51.70%+56.8pp | 41.45%-36.3pp |
| Employer contribution / active EE | $156 | $4,912-96.8% | $3,758-95.8% | $4,869-96.8% |
| Participant deferral / active EE | $8,154 | $5,127+59.0% | $4,311+89.1% | $5,287+54.2% |
| Admin fee / account holder | $136 | $10,252-98.7% | $7,645-98.2% | $10,132-98.7% |