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 | $60,694 | $92,222-34.2% | $76,768-20.9% | $135,375-55.2% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -6.88% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,027 | $4,509+11.5% | $3,852+30.5% | $5,609-10.4% |
| Admin fee / account holder | $258 | $10,748-97.6% | $6,675-96.1% | $10,827-97.6% |