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 6-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 | $42,101 | $167,307-74.8% | $143,757-70.7% | $134,475-68.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.06% | 0.46%-11.5pp | -0.04%-11.0pp | 417.96%-429.0pp |
| Employer contribution / active EE | $1,005 | $5,619-82.1% | $4,951-79.7% | $4,740-78.8% |
| Participant deferral / active EE | $3,206 | $6,446-50.3% | $5,637-43.1% | $6,400-49.9% |
| Admin fee / account holder | $299 | $18,088-98.3% | $14,673-98.0% | $11,426-97.4% |