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 | $115,440 | $167,307-31.0% | $143,757-19.7% | $134,475-14.2% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -0.95% | 0.46%-1.4pp | -0.04%-0.9pp | 417.96%-418.9pp |
| Employer contribution / active EE | $621 | $5,619-89.0% | $4,951-87.5% | $4,740-86.9% |
| Participant deferral / active EE | $4,154 | $6,446-35.6% | $5,637-26.3% | $6,400-35.1% |
| Admin fee / account holder | $83 | $18,088-99.5% | $14,673-99.4% | $11,426-99.3% |