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 | $9,652 | $63,703-84.8% | $93,063-89.6% | $82,448-88.3% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.1%+17.5pp | 68.1%+21.6pp |
| Annual return | 22.01% | -775.43%+797.4pp | 34.15%-12.1pp | 41.64%-19.6pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,820 | $2,919-3.4% | $3,958-28.8% | $4,139-31.9% |
| Admin fee / account holder | $88 | $5,982-98.5% | $6,033-98.5% | $7,234-98.8% |