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 | $14,720 | $82,286-82.1% | $68,791-78.6% | $134,475-89.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -15.29% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.3pp |
| Employer contribution / active EE | $179 | $3,301-94.6% | $2,655-93.3% | $4,740-96.2% |
| Participant deferral / active EE | $1,176 | $4,739-75.2% | $3,941-70.2% | $6,400-81.6% |
| Admin fee / account holder | $145 | $6,481-97.8% | $4,932-97.1% | $11,426-98.7% |