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 | $29,527 | $129,942-77.3% | $104,294-71.7% | $134,475-78.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.43% | 42.03%-60.5pp | 24.61%-43.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $394 | $4,184-90.6% | $3,372-88.3% | $4,740-91.7% |
| Participant deferral / active EE | $10,833 | $5,588+93.9% | $4,625+134.2% | $6,400+69.3% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |