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 | $43,313 | $88,707-51.2% | $74,183-41.6% | $273,961-84.2% |
| Participation rate | 76.2% | 79.4%-3.3pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 3.58% | 11.94%-8.4pp | 17.74%-14.2pp | 41.45%-37.9pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,569 | $4,212-62.8% | $3,550-55.8% | $5,287-70.3% |
| Admin fee / account holder | $45 | $8,717-99.5% | $5,586-99.2% | $10,132-99.6% |