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 | $28,347 | $43,327-34.6% | $59,878-52.7% | $64,186-55.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -6.80% | -1.55%-5.3pp | 3.46%-10.3pp | 7.63%-14.4pp |
| Employer contribution / active EE | $247 | $2,028-87.8% | $2,722-90.9% | $2,381-89.6% |
| Participant deferral / active EE | $1,788 | $2,546-29.8% | $3,402-47.4% | $3,470-48.5% |
| Admin fee / account holder | $271 | $3,005-91.0% | $3,590-92.4% | $4,888-94.5% |