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 | $50,289 | $77,813-35.4% | $123,544-59.3% | $64,186-21.7% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.3pp |
| Annual return | -7.15% | 12.48%-19.6pp | 119.20%-126.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $454 | $3,014-84.9% | $4,628-90.2% | $2,381-80.9% |
| Participant deferral / active EE | $12,310 | $5,240+134.9% | $6,426+91.6% | $3,470+254.8% |
| Admin fee / account holder | $217 | $5,519-96.1% | $9,284-97.7% | $4,888-95.6% |