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 | $24,018 | $62,586-61.6% | $76,768-68.7% | $64,186-62.6% |
| Participation rate | 89.7% | 72.8%+16.9pp | 77.0%+12.8pp | 69.6%+20.2pp |
| Annual return | -5.45% | -1.95%-3.5pp | 2.43%-7.9pp | 7.63%-13.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $2,485-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,528 | $3,145-51.4% | $3,852-60.3% | $3,470-56.0% |
| Admin fee / account holder | $47 | $4,667-99.0% | $6,675-99.3% | $4,888-99.0% |