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 | $14,669 | $99,640-85.3% | $86,436-83.0% | $134,475-89.1% |
| Participation rate | 94.1% | 82.0%+12.1pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -20.53% | 6782.58%-6803.1pp | 4394.89%-4415.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $0 | $4,400-100.0% | $3,769-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $5,671 | $7,246-21.7% | $6,952-18.4% | $6,400-11.4% |
| Admin fee / account holder | $169 | $8,371-98.0% | $6,731-97.5% | $11,426-98.5% |