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 8-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 | $13,407 | $76,000-82.4% | $154,107-91.3% | $64,186-79.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 7.26% | 30.32%-23.1pp | 735.12%-727.9pp | 7.63%-0.4pp |
| Employer contribution / active EE | -$106 | $3,351-103.2% | $5,298-102.0% | $2,381-104.5% |
| Participant deferral / active EE | $944 | $3,175-70.3% | $5,081-81.4% | $3,470-72.8% |
| Admin fee / account holder | $22 | $5,596-99.6% | $13,411-99.8% | $4,888-99.5% |