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 | $40,178 | $190,805-78.9% | $159,960-74.9% | $134,475-70.1% |
| Participation rate | 87.5% | 81.9%+5.6pp | 78.0%+9.5pp | 81.2%+6.3pp |
| Annual return | -6.68% | 552.23%-558.9pp | 408.60%-415.3pp | 417.96%-424.6pp |
| Employer contribution / active EE | $626 | $4,995-87.5% | $4,226-85.2% | $4,740-86.8% |
| Participant deferral / active EE | $1,459 | $6,923-78.9% | $6,182-76.4% | $6,400-77.2% |
| Admin fee / account holder | $45 | $10,471-99.6% | $8,698-99.5% | $11,426-99.6% |