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 | $116,155 | $142,344-18.4% | $119,609-2.9% | $134,475-13.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | -12.44%-3.4pp | -14.97%-0.9pp | 417.96%-433.8pp |
| Employer contribution / active EE | $706 | $5,222-86.5% | $4,232-83.3% | $4,740-85.1% |
| Participant deferral / active EE | $4,645 | $6,469-28.2% | $5,602-17.1% | $6,400-27.4% |
| Admin fee / account holder | $118 | $13,584-99.1% | $10,323-98.9% | $11,426-99.0% |