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 | $14,184 | $67,214-78.9% | $61,491-76.9% | $134,475-89.5% |
| Participation rate | 82.4% | 83.7%-1.3pp | 79.3%+3.0pp | 81.2%+1.1pp |
| Annual return | -19.31% | -12.08%-7.2pp | -12.98%-6.3pp | 417.96%-437.3pp |
| Employer contribution / active EE | $0 | $4,974-100.0% | $4,246-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,337 | $6,103+3.8% | $5,188+22.1% | $6,400-1.0% |
| Admin fee / account holder | $273 | $4,610-94.1% | $4,312-93.7% | $11,426-97.6% |