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 6-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 | $34,723 | $81,900-57.6% | $119,609-71.0% | $68,494-49.3% |
| Participation rate | 85.2% | 71.9%+13.3pp | 79.3%+5.9pp | 67.9%+17.3pp |
| Annual return | -18.72% | -23.82%+5.1pp | -14.97%-3.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $373 | $2,693-86.2% | $4,232-91.2% | $2,596-85.6% |
| Participant deferral / active EE | $2,194 | $4,148-47.1% | $5,602-60.8% | $4,027-45.5% |
| Admin fee / account holder | $295 | $6,582-95.5% | $10,323-97.1% | $5,403-94.5% |