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 10-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 | $6,745 | $72,071-90.6% | $68,368-90.1% | $137,256-95.1% |
| Participation rate | 77.8% | 76.2%+1.5pp | 73.8%+4.0pp | 80.0%-2.2pp |
| Annual return | 17.66% | 353.14%-335.5pp | 292.57%-274.9pp | 220.34%-202.7pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,209 | $4,410-49.9% | $4,123-46.4% | $6,407-65.5% |
| Admin fee / account holder | $3 | $5,336-99.9% | $5,150-99.9% | $12,270-100.0% |