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 | $32,857 | $92,222-64.4% | $76,768-57.2% | $135,375-75.7% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | 0.25% | 5.46%-5.2pp | 2.43%-2.2pp | 519.73%-519.5pp |
| Employer contribution / active EE | $171 | $3,216-94.7% | $2,485-93.1% | $4,779-96.4% |
| Participant deferral / active EE | $10,698 | $4,509+137.3% | $3,852+177.8% | $5,609+90.7% |
| Admin fee / account holder | $0 | $10,748-100.0% | $6,675-100.0% | $10,827-100.0% |