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 | $2,694 | $54,705-95.1% | $71,209-96.2% | $84,808-96.8% |
| Participation rate | 97.1% | 64.1%+33.0pp | 73.8%+23.3pp | 68.3%+28.7pp |
| Annual return | 17.84% | 35.90%-18.1pp | 282.51%-264.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $8 | $2,158-99.6% | $2,721-99.7% | $2,631-99.7% |
| Participant deferral / active EE | $816 | $3,030-73.1% | $4,175-80.4% | $4,212-80.6% |
| Admin fee / account holder | $266 | $4,863-94.5% | $5,349-95.0% | $7,344-96.4% |