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 6-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 | $20,614 | $95,862-78.5% | $79,550-74.1% | $134,475-84.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -18.72% | -2.69%-16.0pp | 0.16%-18.9pp | 417.96%-436.7pp |
| Employer contribution / active EE | $235 | $3,128-92.5% | $2,413-90.3% | $4,740-95.1% |
| Participant deferral / active EE | $2,431 | $4,693-48.2% | $3,985-39.0% | $6,400-62.0% |
| Admin fee / account holder | $101 | $9,126-98.9% | $6,832-98.5% | $11,426-99.1% |