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 | $27,701 | $50,958-45.6% | $74,550-62.8% | $64,186-56.8% |
| Participation rate | 83.1% | 61.1%+22.1pp | 69.1%+14.0pp | 69.6%+13.5pp |
| Annual return | -5.11% | -1.86%-3.3pp | 32.53%-37.6pp | 7.63%-12.7pp |
| Employer contribution / active EE | $138 | $1,115-87.7% | $1,961-93.0% | $2,381-94.2% |
| Participant deferral / active EE | $1,500 | $2,301-34.8% | $3,108-51.7% | $3,470-56.8% |
| Admin fee / account holder | $283 | $4,223-93.3% | $5,060-94.4% | $4,888-94.2% |