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 8-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 | $17,367 | $100,754-82.8% | $86,677-80.0% | $134,475-87.1% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -16.72% | 29.04%-45.8pp | 35.91%-52.6pp | 417.96%-434.7pp |
| Employer contribution / active EE | $571 | $3,489-83.6% | $2,836-79.9% | $4,740-88.0% |
| Participant deferral / active EE | $2,465 | $5,338-53.8% | $4,656-47.0% | $6,400-61.5% |
| Admin fee / account holder | $197 | $10,926-98.2% | $7,493-97.4% | $11,426-98.3% |