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 | $54,290 | $100,754-46.1% | $86,677-37.4% | $134,475-59.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.29% | 29.04%-46.3pp | 35.91%-53.2pp | 417.96%-435.3pp |
| Employer contribution / active EE | $730 | $3,489-79.1% | $2,836-74.3% | $4,740-84.6% |
| Participant deferral / active EE | $9,459 | $5,338+77.2% | $4,656+103.2% | $6,400+47.8% |
| Admin fee / account holder | $112 | $10,926-99.0% | $7,493-98.5% | $11,426-99.0% |