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 | $12,755 | $46,674-72.7% | $117,472-89.1% | $68,494-81.4% |
| Participation rate | 77.1% | 56.8%+20.4pp | 70.6%+6.6pp | 67.9%+9.3pp |
| Annual return | -18.46% | -14.52%-3.9pp | 29.74%-48.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $160 | $1,505-89.4% | $4,176-96.2% | $2,596-93.9% |
| Participant deferral / active EE | $887 | $2,636-66.4% | $4,070-78.2% | $4,027-78.0% |
| Admin fee / account holder | $289 | $4,020-92.8% | $5,645-94.9% | $5,403-94.7% |