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 | $16,759 | $133,958-87.5% | $112,228-85.1% | $134,475-87.5% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -19.58% | 47.11%-66.7pp | 27.45%-47.0pp | 417.96%-437.5pp |
| Employer contribution / active EE | $724 | $4,038-82.1% | $3,635-80.1% | $4,740-84.7% |
| Participant deferral / active EE | $2,351 | $5,291-55.6% | $4,728-50.3% | $6,400-63.3% |
| Admin fee / account holder | $20 | $7,489-99.7% | $6,410-99.7% | $11,426-99.8% |