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 9-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 | $23,047 | $167,307-86.2% | $143,757-84.0% | $134,475-82.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.97% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,076 | $5,619-80.9% | $4,951-78.3% | $4,740-77.3% |
| Participant deferral / active EE | $3,171 | $6,446-50.8% | $5,637-43.7% | $6,400-50.4% |
| Admin fee / account holder | $212 | $18,088-98.8% | $14,673-98.6% | $11,426-98.1% |