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 7-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 | $39,026 | $100,754-61.3% | $86,677-55.0% | $134,475-71.0% |
| Participation rate | 81.0% | 78.9%+2.0pp | 76.6%+4.4pp | 81.2%-0.3pp |
| Annual return | -17.69% | 29.04%-46.7pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,117 | $5,338-41.6% | $4,656-33.0% | $6,400-51.3% |
| Admin fee / account holder | $142 | $10,926-98.7% | $7,493-98.1% | $11,426-98.8% |