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 | $39,618 | $54,350-27.1% | $82,719-52.1% | $68,494-42.2% |
| Participation rate | 87.5% | 63.9%+23.6pp | 72.6%+14.9pp | 67.9%+19.6pp |
| Annual return | -15.95% | -13.67%-2.3pp | 701.18%-717.1pp | -7.84%-8.1pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,150 | $3,246+27.9% | $4,395-5.6% | $4,027+3.1% |
| Admin fee / account holder | $207 | $4,395-95.3% | $5,329-96.1% | $5,403-96.2% |