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 | $20,587 | $99,032-79.2% | $80,019-74.3% | $135,375-84.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.34% | 15.39%-23.7pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $311 | $3,043-89.8% | $2,468-87.4% | $4,779-93.5% |
| Participant deferral / active EE | $2,786 | $4,282-34.9% | $3,686-24.4% | $5,609-50.3% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,827-100.0% |