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 | $57,584 | $95,971-40.0% | $74,550-22.8% | $135,375-57.5% |
| Participation rate | 84.6% | 75.7%+9.0pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -6.06% | 56.96%-63.0pp | 32.53%-38.6pp | 519.73%-525.8pp |
| Employer contribution / active EE | $253 | $2,716-90.7% | $1,961-87.1% | $4,779-94.7% |
| Participant deferral / active EE | $2,035 | $3,843-47.1% | $3,108-34.5% | $5,609-63.7% |
| Admin fee / account holder | $5 | $6,522-99.9% | $5,060-99.9% | $10,827-100.0% |