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 | $30,748 | $73,867-58.4% | $143,757-78.6% | $68,494-55.1% |
| Participation rate | 94.9% | 66.7%+28.2pp | 80.3%+14.6pp | 67.9%+27.0pp |
| Annual return | -13.94% | 1.01%-14.9pp | -0.04%-13.9pp | -7.84%-6.1pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,992 | $3,384+18.0% | $5,637-29.2% | $4,027-0.9% |
| Admin fee / account holder | $159 | $5,755-97.2% | $14,673-98.9% | $5,403-97.1% |