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 5-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 | $11,363 | $106,543-89.3% | $91,220-87.5% | $134,475-91.6% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.83% | 160.60%-177.4pp | 114.01%-130.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $147 | $3,331-95.6% | $2,850-94.9% | $4,740-96.9% |
| Participant deferral / active EE | $1,094 | $4,719-76.8% | $4,234-74.2% | $6,400-82.9% |
| Admin fee / account holder | $148 | $6,231-97.6% | $5,420-97.3% | $11,426-98.7% |