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 | $69,700 | $142,344-51.0% | $119,609-41.7% | $134,475-48.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.60% | -12.44%+4.8pp | -14.97%+7.4pp | 417.96%-425.6pp |
| Employer contribution / active EE | $414 | $5,222-92.1% | $4,232-90.2% | $4,740-91.3% |
| Participant deferral / active EE | $4,617 | $6,469-28.6% | $5,602-17.6% | $6,400-27.9% |
| Admin fee / account holder | $0 | $13,584-100.0% | $10,323-100.0% | $11,426-100.0% |