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 | $139,091 | $167,307-16.9% | $143,757-3.2% | $134,475+3.4% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -18.47% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $326 | $5,619-94.2% | $4,951-93.4% | $4,740-93.1% |
| Participant deferral / active EE | $7,023 | $6,446+9.0% | $5,637+24.6% | $6,400+9.7% |
| Admin fee / account holder | $159 | $18,088-99.1% | $14,673-98.9% | $11,426-98.6% |