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 | $28,495 | $138,065-79.4% | $123,544-76.9% | $135,375-79.0% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -4.28% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.0pp |
| Employer contribution / active EE | $833 | $5,151-83.8% | $4,628-82.0% | $4,779-82.6% |
| Participant deferral / active EE | $2,948 | $6,799-56.6% | $6,426-54.1% | $5,609-47.4% |
| Admin fee / account holder | $4 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |