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 | $56,007 | $106,543-47.4% | $91,220-38.6% | $134,475-58.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -19.76% | 160.60%-180.4pp | 114.01%-133.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | -$4,367 | $3,331-231.1% | $2,850-253.2% | $4,740-192.1% |
| Participant deferral / active EE | $23,747 | $4,719+403.2% | $4,234+460.9% | $6,400+271.1% |
| Admin fee / account holder | $20 | $6,231-99.7% | $5,420-99.6% | $11,426-99.8% |