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 7-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 | $51,574 | $116,175-55.6% | $93,606-44.9% | $152,861-66.3% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 0.00% | 35.96%-36.0pp | 32.76%-32.8pp | 345.32%-345.3pp |
| Employer contribution / active EE | $352 | $3,218-89.1% | $2,718-87.0% | $4,762-92.6% |
| Participant deferral / active EE | $1,269 | $4,603-72.4% | $4,069-68.8% | $5,850-78.3% |
| Admin fee / account holder | $167 | $10,748-98.4% | $7,888-97.9% | $11,596-98.6% |