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 9-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 | $87,215 | $159,901-45.5% | $146,958-40.7% | $145,922-40.2% |
| Participation rate | 73.7% | 84.0%-10.3pp | 82.2%-8.5pp | 80.3%-6.6pp |
| Annual return | 0.00% | 98.13%-98.1pp | 418.34%-418.3pp | 561.29%-561.3pp |
| Employer contribution / active EE | $599 | $5,286-88.7% | $4,933-87.9% | $4,660-87.1% |
| Participant deferral / active EE | $4,634 | $8,428-45.0% | $8,070-42.6% | $6,688-30.7% |
| Admin fee / account holder | $13 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |