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 3-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 | $53,217 | $138,044-61.4% | $125,339-57.5% | $134,475-60.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.07% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $359 | $5,243-93.2% | $4,814-92.5% | $4,740-92.4% |
| Participant deferral / active EE | $7,180 | $7,799-7.9% | $7,446-3.6% | $6,400+12.2% |
| Admin fee / account holder | $230 | $11,571-98.0% | $10,010-97.7% | $11,426-98.0% |