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 | $64,078 | $97,757-34.5% | $83,848-23.6% | $135,375-52.7% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -3.16% | 1287.37%-1290.5pp | 850.88%-854.0pp | 519.73%-522.9pp |
| Employer contribution / active EE | $518 | $4,222-87.7% | $3,631-85.7% | $4,779-89.2% |
| Participant deferral / active EE | $3,762 | $4,682-19.7% | $4,082-7.8% | $5,609-32.9% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |