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 8-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 | $47,735 | $95,862-50.2% | $79,550-40.0% | $134,475-64.5% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -12.68% | -2.69%-10.0pp | 0.16%-12.8pp | 417.96%-430.6pp |
| Employer contribution / active EE | $0 | $3,128-100.0% | $2,413-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,563 | $4,693+18.5% | $3,985+39.6% | $6,400-13.1% |
| Admin fee / account holder | $203 | $9,126-97.8% | $6,832-97.0% | $11,426-98.2% |