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 | $38,294 | $73,004-47.5% | $90,749-57.8% | $68,494-44.1% |
| Participation rate | 97.6% | 70.8%+26.7pp | 75.7%+21.9pp | 67.9%+29.7pp |
| Annual return | -17.60% | -13.81%-3.8pp | -12.16%-5.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $437 | $2,193-80.1% | $2,921-85.1% | $2,596-83.2% |
| Participant deferral / active EE | $2,613 | $3,627-28.0% | $4,564-42.8% | $4,027-35.1% |
| Admin fee / account holder | $71 | $5,896-98.8% | $8,445-99.2% | $5,403-98.7% |