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 6-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 | $14,161 | $123,909-88.6% | $69,647-79.7% | $145,922-90.3% |
| Participation rate | 75.0% | 69.2%+5.8pp | 66.5%+8.5pp | 80.3%-5.3pp |
| Annual return | 8.96% | 190.55%-181.6pp | 100.48%-91.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,275 | $4,236-46.3% | $2,886-21.2% | $6,688-66.0% |
| Admin fee / account holder | $67 | $7,863-99.2% | $4,713-98.6% | $13,397-99.5% |