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 | $226,950 | $58,577+287.4% | $83,333+172.3% | $64,186+253.6% |
| Participation rate | 78.9% | 72.0%+6.9pp | 77.8%+1.2pp | 69.6%+9.4pp |
| Annual return | -3.02% | 9.65%-12.7pp | 10.63%-13.7pp | 7.63%-10.7pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $9,266 | $4,654+99.1% | $5,565+66.5% | $3,470+167.1% |
| Admin fee / account holder | $3 | $9,275-100.0% | $7,510-100.0% | $4,888-99.9% |