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 | $80,137 | $71,883+11.5% | $86,677-7.5% | $68,494+17.0% |
| Participation rate | 75.6% | 72.2%+3.4pp | 76.6%-1.0pp | 67.9%+7.7pp |
| Annual return | -15.37% | 3.52%-18.9pp | 35.91%-51.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $91 | $2,173-95.8% | $2,836-96.8% | $2,596-96.5% |
| Participant deferral / active EE | $4,142 | $3,779+9.6% | $4,656-11.0% | $4,027+2.8% |
| Admin fee / account holder | -$79 | $6,112-101.3% | $7,493-101.0% | $5,403-101.5% |