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 | $13,631 | $99,640-86.3% | $86,436-84.2% | $134,475-89.9% |
| Participation rate | 84.6% | 82.0%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -19.57% | 6782.58%-6802.1pp | 4394.89%-4414.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $262 | $4,400-94.1% | $3,769-93.1% | $4,740-94.5% |
| Participant deferral / active EE | $7,023 | $7,246-3.1% | $6,952+1.0% | $6,400+9.7% |
| Admin fee / account holder | $216 | $8,371-97.4% | $6,731-96.8% | $11,426-98.1% |