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 | $47,202 | $71,883-34.3% | $86,677-45.5% | $68,494-31.1% |
| Participation rate | 71.4% | 72.2%-0.8pp | 76.6%-5.1pp | 67.9%+3.5pp |
| Annual return | -8.89% | 3.52%-12.4pp | 35.91%-44.8pp | -7.84%-1.0pp |
| Employer contribution / active EE | $532 | $2,173-75.5% | $2,836-81.2% | $2,596-79.5% |
| Participant deferral / active EE | $2,017 | $3,779-46.6% | $4,656-56.7% | $4,027-49.9% |
| Admin fee / account holder | $270 | $6,112-95.6% | $7,493-96.4% | $5,403-95.0% |