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 | $24,032 | $73,867-67.5% | $143,757-83.3% | $68,494-64.9% |
| Participation rate | 73.2% | 66.7%+6.5pp | 80.3%-7.1pp | 67.9%+5.3pp |
| Annual return | -18.62% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $376 | $3,184-88.2% | $4,951-92.4% | $2,596-85.5% |
| Participant deferral / active EE | $3,093 | $3,384-8.6% | $5,637-45.1% | $4,027-23.2% |
| Admin fee / account holder | $176 | $5,755-96.9% | $14,673-98.8% | $5,403-96.7% |