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 | $24,957 | $57,354-56.5% | $83,848-70.2% | $64,186-61.1% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.3pp | 69.6%+7.9pp |
| Annual return | -4.27% | 11.38%-15.7pp | 850.88%-855.1pp | 7.63%-11.9pp |
| Employer contribution / active EE | $101 | $2,545-96.0% | $3,631-97.2% | $2,381-95.8% |
| Participant deferral / active EE | $2,774 | $2,993-7.3% | $4,082-32.0% | $3,470-20.1% |
| Admin fee / account holder | $73 | $4,046-98.2% | $5,478-98.7% | $4,888-98.5% |