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 | $46,797 | $97,757-52.1% | $83,848-44.2% | $135,375-65.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -3.60% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $433 | $4,222-89.7% | $3,631-88.1% | $4,779-90.9% |
| Participant deferral / active EE | $2,336 | $4,682-50.1% | $4,082-42.8% | $5,609-58.3% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,827-100.0% |