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 | $19,539 | $95,971-79.6% | $74,550-73.8% | $135,375-85.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.93% | 56.96%-65.9pp | 32.53%-41.5pp | 519.73%-528.7pp |
| Employer contribution / active EE | $271 | $2,716-90.0% | $1,961-86.2% | $4,779-94.3% |
| Participant deferral / active EE | $2,695 | $3,843-29.9% | $3,108-13.3% | $5,609-52.0% |
| Admin fee / account holder | $219 | $6,522-96.6% | $5,060-95.7% | $10,827-98.0% |