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 | $22,817 | $167,307-86.4% | $143,757-84.1% | $134,475-83.0% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -13.75% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $573 | $5,619-89.8% | $4,951-88.4% | $4,740-87.9% |
| Participant deferral / active EE | $2,516 | $6,446-61.0% | $5,637-55.4% | $6,400-60.7% |
| Admin fee / account holder | $234 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |