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 3-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 | $9,157 | $70,756-87.1% | $65,493-86.0% | $142,382-93.6% |
| Participation rate | 71.4% | 77.4%-6.0pp | 73.1%-1.7pp | 80.1%-8.7pp |
| Annual return | 18.76% | 1754.89%-1736.1pp | 982.45%-963.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,416 | $4,637-47.9% | $3,961-39.0% | $6,507-62.9% |
| Admin fee / account holder | $14 | $6,559-99.8% | $5,028-99.7% | $12,624-99.9% |