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 | $26,943 | $167,307-83.9% | $143,757-81.3% | $134,475-80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.48% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $890 | $5,619-84.2% | $4,951-82.0% | $4,740-81.2% |
| Participant deferral / active EE | $2,578 | $6,446-60.0% | $5,637-54.3% | $6,400-59.7% |
| Admin fee / account holder | $269 | $18,088-98.5% | $14,673-98.2% | $11,426-97.6% |