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 | $75,442 | $72,404+4.2% | $110,238-31.6% | $64,186+17.5% |
| Participation rate | 73.8% | 73.3%+0.5pp | 79.8%-6.0pp | 69.6%+4.2pp |
| Annual return | -4.04% | -6.29%+2.2pp | 314.74%-318.8pp | 7.63%-11.7pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,826-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,999 | $3,469-42.4% | $4,672-57.2% | $3,470-42.4% |
| Admin fee / account holder | $160 | $5,664-97.2% | $8,547-98.1% | $4,888-96.7% |