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 | $37,107 | $142,344-73.9% | $119,609-69.0% | $134,475-72.4% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -18.76% | -12.44%-6.3pp | -14.97%-3.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $863 | $5,222-83.5% | $4,232-79.6% | $4,740-81.8% |
| Participant deferral / active EE | $3,819 | $6,469-41.0% | $5,602-31.8% | $6,400-40.3% |
| Admin fee / account holder | $20 | $13,584-99.9% | $10,323-99.8% | $11,426-99.8% |