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 | $63,871 | $167,307-61.8% | $143,757-55.6% | $134,475-52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.03% | 0.46%-5.5pp | -0.04%-5.0pp | 417.96%-423.0pp |
| Employer contribution / active EE | $983 | $5,619-82.5% | $4,951-80.1% | $4,740-79.3% |
| Participant deferral / active EE | $3,375 | $6,446-47.6% | $5,637-40.1% | $6,400-47.3% |
| Admin fee / account holder | $0 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |