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 5-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 | $15,572 | $95,862-83.8% | $79,550-80.4% | $134,475-88.4% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -19.86% | -2.69%-17.2pp | 0.16%-20.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | -$38 | $3,128-101.2% | $2,413-101.6% | $4,740-100.8% |
| Participant deferral / active EE | $6,015 | $4,693+28.2% | $3,985+50.9% | $6,400-6.0% |
| Admin fee / account holder | $266 | $9,126-97.1% | $6,832-96.1% | $11,426-97.7% |