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 7-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 | $32,265 | $168,632-80.9% | $147,614-78.1% | $125,391-74.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.42% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $1,265 | $6,252-79.8% | $5,564-77.3% | $4,866-74.0% |
| Participant deferral / active EE | $1,911 | $5,507-65.3% | $4,895-61.0% | $5,352-64.3% |
| Admin fee / account holder | $15 | $13,580-99.9% | $11,611-99.9% | $9,540-99.8% |