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 | $31,576 | $49,177-35.8% | $79,464-60.3% | $64,186-50.8% |
| Participation rate | 76.0% | 65.0%+11.0pp | 73.3%+2.7pp | 69.6%+6.4pp |
| Annual return | -6.50% | -1.16%-5.3pp | 718.14%-724.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,985 | $2,821+41.2% | $3,704+7.6% | $3,470+14.9% |
| Admin fee / account holder | $292 | $3,839-92.4% | $5,113-94.3% | $4,888-94.0% |