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 | $16,266 | $58,577-72.2% | $83,333-80.5% | $64,186-74.7% |
| Participation rate | 90.6% | 72.0%+18.6pp | 77.8%+12.9pp | 69.6%+21.1pp |
| Annual return | -4.80% | 9.65%-14.4pp | 10.63%-15.4pp | 7.63%-12.4pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,565 | $4,654+84.0% | $5,565+53.9% | $3,470+146.8% |
| Admin fee / account holder | $131 | $9,275-98.6% | $7,510-98.3% | $4,888-97.3% |