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 | $37,977 | $95,971-60.4% | $74,550-49.1% | $135,375-71.9% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -6.60% | 56.96%-63.6pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $59 | $2,716-97.8% | $1,961-97.0% | $4,779-98.8% |
| Participant deferral / active EE | $2,527 | $3,843-34.2% | $3,108-18.7% | $5,609-54.9% |
| Admin fee / account holder | $9 | $6,522-99.9% | $5,060-99.8% | $10,827-99.9% |