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 | $49,924 | $105,860-52.8% | $90,749-45.0% | $134,475-62.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.55% | -11.01%-7.5pp | -12.16%-6.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $357 | $3,462-89.7% | $2,921-87.8% | $4,740-92.5% |
| Participant deferral / active EE | $3,132 | $5,216-40.0% | $4,564-31.4% | $6,400-51.1% |
| Admin fee / account holder | $24 | $13,938-99.8% | $8,445-99.7% | $11,426-99.8% |