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 | $29,395 | $49,177-40.2% | $79,464-63.0% | $64,186-54.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -6.90% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $7,229 | $2,821+156.2% | $3,704+95.2% | $3,470+108.4% |
| Admin fee / account holder | $234 | $3,839-93.9% | $5,113-95.4% | $4,888-95.2% |