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 7-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 | $57,128 | $167,484-65.9% | $151,611-62.3% | $134,475-57.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.22% | 7.80%-26.0pp | 3.33%-21.6pp | 417.96%-436.2pp |
| Employer contribution / active EE | $669 | $6,829-90.2% | $6,166-89.2% | $4,740-85.9% |
| Participant deferral / active EE | $12,857 | $8,986+43.1% | $8,363+53.7% | $6,400+100.9% |
| Admin fee / account holder | $85 | $13,783-99.4% | $11,616-99.3% | $11,426-99.3% |