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 | $24,969 | $167,484-85.1% | $151,611-83.5% | $134,475-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.74% | 7.80%-27.5pp | 3.33%-23.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,035 | $6,829-84.8% | $6,166-83.2% | $4,740-78.2% |
| Participant deferral / active EE | $3,510 | $8,986-60.9% | $8,363-58.0% | $6,400-45.2% |
| Admin fee / account holder | $0 | $13,783-100.0% | $11,616-100.0% | $11,426-100.0% |