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 | $24,784 | $95,193-74.0% | $76,523-67.6% | $135,375-81.7% |
| Participation rate | 95.5% | 74.4%+21.1pp | 68.0%+27.5pp | 82.6%+12.8pp |
| Annual return | -9.80% | 4.85%-14.6pp | -0.27%-9.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,033 | $4,639-34.6% | $3,835-20.9% | $5,609-45.9% |
| Admin fee / account holder | $89 | $6,249-98.6% | $4,848-98.2% | $10,827-99.2% |