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 | $19,985 | $167,307-88.1% | $143,757-86.1% | $134,475-85.1% |
| Participation rate | 87.0% | 84.8%+2.1pp | 80.3%+6.6pp | 81.2%+5.7pp |
| Annual return | -16.86% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $840 | $5,619-85.0% | $4,951-83.0% | $4,740-82.3% |
| Participant deferral / active EE | $2,313 | $6,446-64.1% | $5,637-59.0% | $6,400-63.9% |
| Admin fee / account holder | $100 | $18,088-99.4% | $14,673-99.3% | $11,426-99.1% |