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 | $137,306 | $105,860+29.7% | $90,749+51.3% | $134,475+2.1% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -16.99% | -11.01%-6.0pp | -12.16%-4.8pp | 417.96%-434.9pp |
| Employer contribution / active EE | $187 | $3,462-94.6% | $2,921-93.6% | $4,740-96.1% |
| Participant deferral / active EE | $1,563 | $5,216-70.0% | $4,564-65.8% | $6,400-75.6% |
| Admin fee / account holder | $63 | $13,938-99.5% | $8,445-99.3% | $11,426-99.4% |