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 | $46,752 | $92,222-49.3% | $76,768-39.1% | $135,375-65.5% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -4.40% | 5.46%-9.9pp | 2.43%-6.8pp | 519.73%-524.1pp |
| Employer contribution / active EE | $22 | $3,216-99.3% | $2,485-99.1% | $4,779-99.5% |
| Participant deferral / active EE | $1,461 | $4,509-67.6% | $3,852-62.1% | $5,609-73.9% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |