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 | $64,396 | $133,958-51.9% | $112,228-42.6% | $134,475-52.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.82% | 47.11%-61.9pp | 27.45%-42.3pp | 417.96%-432.8pp |
| Employer contribution / active EE | -$84 | $4,038-102.1% | $3,635-102.3% | $4,740-101.8% |
| Participant deferral / active EE | $3,713 | $5,291-29.8% | $4,728-21.5% | $6,400-42.0% |
| Admin fee / account holder | $210 | $7,489-97.2% | $6,410-96.7% | $11,426-98.2% |