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 | $30,272 | $142,344-78.7% | $119,609-74.7% | $134,475-77.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -15.85% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $777 | $5,222-85.1% | $4,232-81.6% | $4,740-83.6% |
| Participant deferral / active EE | $7,582 | $6,469+17.2% | $5,602+35.4% | $6,400+18.5% |
| Admin fee / account holder | $77 | $13,584-99.4% | $10,323-99.3% | $11,426-99.3% |