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 | $19,768 | $49,177-59.8% | $79,464-75.1% | $64,186-69.2% |
| Participation rate | 72.4% | 65.0%+7.4pp | 73.3%-0.9pp | 69.6%+2.8pp |
| Annual return | -7.33% | -1.16%-6.2pp | 718.14%-725.5pp | 7.63%-15.0pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,303 | $2,821-53.8% | $3,704-64.8% | $3,470-62.4% |
| Admin fee / account holder | $35 | $3,839-99.1% | $5,113-99.3% | $4,888-99.3% |