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 5-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 | $24,225 | $167,484-85.5% | $151,611-84.0% | $134,475-82.0% |
| Participation rate | 70.8% | 88.4%-17.5pp | 87.5%-16.7pp | 81.2%-10.4pp |
| Annual return | -18.48% | 7.80%-26.3pp | 3.33%-21.8pp | 417.96%-436.4pp |
| Employer contribution / active EE | $1,162 | $6,829-83.0% | $6,166-81.1% | $4,740-75.5% |
| Participant deferral / active EE | $7,701 | $8,986-14.3% | $8,363-7.9% | $6,400+20.3% |
| Admin fee / account holder | $66 | $13,783-99.5% | $11,616-99.4% | $11,426-99.4% |