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 | $18,631 | $100,754-81.5% | $86,677-78.5% | $134,475-86.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.21% | 29.04%-39.2pp | 35.91%-46.1pp | 417.96%-428.2pp |
| Employer contribution / active EE | $651 | $3,489-81.3% | $2,836-77.0% | $4,740-86.3% |
| Participant deferral / active EE | $0 | $5,338-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $136 | $10,926-98.8% | $7,493-98.2% | $11,426-98.8% |