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 | $107,917 | $138,065-21.8% | $123,544-12.6% | $135,375-20.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.63% | 153.68%-161.3pp | 119.20%-126.8pp | 519.73%-527.4pp |
| Employer contribution / active EE | $560 | $5,151-89.1% | $4,628-87.9% | $4,779-88.3% |
| Participant deferral / active EE | $4,175 | $6,799-38.6% | $6,426-35.0% | $5,609-25.6% |
| Admin fee / account holder | $0 | $10,916-100.0% | $9,284-100.0% | $10,827-100.0% |