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 | $19,641 | $142,344-86.2% | $119,609-83.6% | $134,475-85.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.63% | -12.44%-5.2pp | -14.97%-2.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $732 | $5,222-86.0% | $4,232-82.7% | $4,740-84.6% |
| Participant deferral / active EE | $2,007 | $6,469-69.0% | $5,602-64.2% | $6,400-68.6% |
| Admin fee / account holder | $218 | $13,584-98.4% | $10,323-97.9% | $11,426-98.1% |