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 | $63,762 | $62,586+1.9% | $76,768-16.9% | $64,186-0.7% |
| Participation rate | 96.7% | 72.8%+23.9pp | 77.0%+19.7pp | 69.6%+27.1pp |
| Annual return | 0.00% | -1.95%+1.9pp | 2.43%-2.4pp | 7.63%-7.6pp |
| Employer contribution / active EE | $357 | $1,832-80.5% | $2,485-85.7% | $2,381-85.0% |
| Participant deferral / active EE | $2,993 | $3,145-4.8% | $3,852-22.3% | $3,470-13.7% |
| Admin fee / account holder | $10 | $4,667-99.8% | $6,675-99.8% | $4,888-99.8% |