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 | $34,148 | $77,813-56.1% | $123,544-72.4% | $64,186-46.8% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | -7.41% | 12.48%-19.9pp | 119.20%-126.6pp | 7.63%-15.0pp |
| Employer contribution / active EE | $549 | $3,014-81.8% | $4,628-88.1% | $2,381-76.9% |
| Participant deferral / active EE | $3,354 | $5,240-36.0% | $6,426-47.8% | $3,470-3.3% |
| Admin fee / account holder | $74 | $5,519-98.7% | $9,284-99.2% | $4,888-98.5% |