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 | $15,800 | $107,334-85.3% | $92,893-83.0% | $152,861-89.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 33.71% | 145.58%-111.9pp | 109.41%-75.7pp | 345.32%-311.6pp |
| Employer contribution / active EE | $362 | $4,221-91.4% | $3,653-90.1% | $4,762-92.4% |
| Participant deferral / active EE | $2,621 | $4,845-45.9% | $4,236-38.1% | $5,850-55.2% |
| Admin fee / account holder | $0 | $7,079-100.0% | $5,794-100.0% | $11,596-100.0% |