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 | $11,182 | $73,867-84.9% | $143,757-92.2% | $68,494-83.7% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -12.48% | 1.01%-13.5pp | -0.04%-12.4pp | -7.84%-4.6pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,654 | $3,384-51.1% | $5,637-70.7% | $4,027-58.9% |
| Admin fee / account holder | $128 | $5,755-97.8% | $14,673-99.1% | $5,403-97.6% |