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 | $25,957 | $92,703-72.0% | $82,719-68.6% | $134,475-80.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -9.28% | 944.92%-954.2pp | 701.18%-710.5pp | 417.96%-427.2pp |
| Employer contribution / active EE | $50 | $3,274-98.5% | $3,009-98.3% | $4,740-98.9% |
| Participant deferral / active EE | $13,742 | $4,802+186.2% | $4,395+212.7% | $6,400+114.7% |
| Admin fee / account holder | $98 | $5,983-98.4% | $5,329-98.2% | $11,426-99.1% |