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 | $63,796 | $42,383+50.5% | $76,523-16.6% | $64,186-0.6% |
| Participation rate | 88.0% | 58.1%+29.9pp | 68.0%+20.0pp | 69.6%+18.4pp |
| Annual return | -7.31% | -16.54%+9.2pp | -0.27%-7.0pp | 7.63%-14.9pp |
| Employer contribution / active EE | $0 | $1,563-100.0% | $2,647-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,750 | $2,566+163.0% | $3,835+76.0% | $3,470+94.5% |
| Admin fee / account holder | $6 | $3,198-99.8% | $4,848-99.9% | $4,888-99.9% |