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 | $30,335 | $100,754-69.9% | $86,677-65.0% | $134,475-77.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.81% | 29.04%-41.9pp | 35.91%-48.7pp | 417.96%-430.8pp |
| Employer contribution / active EE | $649 | $3,489-81.4% | $2,836-77.1% | $4,740-86.3% |
| Participant deferral / active EE | $3,077 | $5,338-42.4% | $4,656-33.9% | $6,400-51.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |