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 | $43,333 | $95,862-54.8% | $79,550-45.5% | $134,475-67.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -19.18% | -2.69%-16.5pp | 0.16%-19.3pp | 417.96%-437.1pp |
| Employer contribution / active EE | $501 | $3,128-84.0% | $2,413-79.2% | $4,740-89.4% |
| Participant deferral / active EE | $7,223 | $4,693+53.9% | $3,985+81.2% | $6,400+12.9% |
| Admin fee / account holder | $67 | $9,126-99.3% | $6,832-99.0% | $11,426-99.4% |