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 | $9,919 | $92,703-89.3% | $82,719-88.0% | $134,475-92.6% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -14.30% | 944.92%-959.2pp | 701.18%-715.5pp | 417.96%-432.3pp |
| Employer contribution / active EE | $0 | $3,274-100.0% | $3,009-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,844 | $4,802-61.6% | $4,395-58.0% | $6,400-71.2% |
| Admin fee / account holder | $24 | $5,983-99.6% | $5,329-99.6% | $11,426-99.8% |