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 9-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 | $27,487 | $52,580-47.7% | $71,671-61.6% | $70,131-60.8% |
| Participation rate | 74.3% | 60.9%+13.4pp | 68.7%+5.5pp | 69.5%+4.7pp |
| Annual return | 0.00% | 20.25%-20.3pp | 20.65%-20.6pp | 73.14%-73.1pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $878 | $2,386-63.2% | $3,438-74.5% | $3,332-73.6% |
| Admin fee / account holder | $0 | $3,653-100.0% | $5,558-100.0% | $4,645-100.0% |