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 8-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 | $43,552 | $54,726-20.4% | $68,793-36.7% | $64,186-32.1% |
| Participation rate | 71.4% | 68.0%+3.4pp | 72.2%-0.8pp | 69.6%+1.9pp |
| Annual return | -2.06% | -1.62%-0.4pp | -4.63%+2.6pp | 7.63%-9.7pp |
| Employer contribution / active EE | $253 | $1,846-86.3% | $2,625-90.4% | $2,381-89.4% |
| Participant deferral / active EE | $1,346 | $2,626-48.7% | $3,311-59.3% | $3,470-61.2% |
| Admin fee / account holder | $177 | $4,027-95.6% | $5,131-96.6% | $4,888-96.4% |