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 | $19,797 | $95,971-79.4% | $74,550-73.4% | $135,375-85.4% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -8.34% | 56.96%-65.3pp | 32.53%-40.9pp | 519.73%-528.1pp |
| Employer contribution / active EE | $262 | $2,716-90.4% | $1,961-86.7% | $4,779-94.5% |
| Participant deferral / active EE | $886 | $3,843-76.9% | $3,108-71.5% | $5,609-84.2% |
| Admin fee / account holder | $44 | $6,522-99.3% | $5,060-99.1% | $10,827-99.6% |