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 | $28,302 | $90,600-68.8% | $79,464-64.4% | $135,375-79.1% |
| Participation rate | 76.2% | 76.0%+0.1pp | 73.3%+2.8pp | 82.6%-6.5pp |
| Annual return | -7.45% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,616 | $4,050-35.4% | $3,704-29.4% | $5,609-53.4% |
| Admin fee / account holder | $182 | $5,907-96.9% | $5,113-96.4% | $10,827-98.3% |