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 | $45,092 | $72,177-37.5% | $115,037-60.8% | $59,632-24.4% |
| Participation rate | 76.9% | 72.6%+4.4pp | 81.4%-4.4pp | 68.7%+8.3pp |
| Annual return | -1.34% | 12.02%-13.4pp | 26.14%-27.5pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $437 | $2,841-84.6% | $4,608-90.5% | $2,203-80.2% |
| Participant deferral / active EE | $3,034 | $4,783-36.6% | $6,026-49.7% | $3,192-4.9% |
| Admin fee / account holder | $155 | $4,927-96.9% | $8,175-98.1% | $4,297-96.4% |