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 | $87,687 | $129,942-32.5% | $104,294-15.9% | $134,475-34.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -14.64% | 42.03%-56.7pp | 24.61%-39.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $562 | $4,184-86.6% | $3,372-83.3% | $4,740-88.1% |
| Participant deferral / active EE | $5,193 | $5,588-7.1% | $4,625+12.3% | $6,400-18.9% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |