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 | $41,309 | $142,344-71.0% | $119,609-65.5% | $134,475-69.3% |
| Participation rate | 71.4% | 82.8%-11.4pp | 79.3%-7.8pp | 81.2%-9.8pp |
| Annual return | -18.36% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $297 | $5,222-94.3% | $4,232-93.0% | $4,740-93.7% |
| Participant deferral / active EE | $3,150 | $6,469-51.3% | $5,602-43.8% | $6,400-50.8% |
| Admin fee / account holder | $259 | $13,584-98.1% | $10,323-97.5% | $11,426-97.7% |