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 | $105,632 | $67,331+56.9% | $60,874+73.5% | $134,475-21.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -8.39% | 49.93%-58.3pp | 16.90%-25.3pp | 417.96%-426.4pp |
| Employer contribution / active EE | $250 | $3,096-91.9% | $2,701-90.7% | $4,740-94.7% |
| Participant deferral / active EE | $3,166 | $4,538-30.2% | $3,817-17.0% | $6,400-50.5% |
| Admin fee / account holder | $19 | $4,582-99.6% | $3,224-99.4% | $11,426-99.8% |