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 | $93,864 | $167,307-43.9% | $143,757-34.7% | $134,475-30.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.46% | 0.46%-13.9pp | -0.04%-13.4pp | 417.96%-431.4pp |
| Employer contribution / active EE | $0 | $5,619-100.0% | $4,951-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $4,519 | $6,446-29.9% | $5,637-19.8% | $6,400-29.4% |
| Admin fee / account holder | $24 | $18,088-99.9% | $14,673-99.8% | $11,426-99.8% |