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 6-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 | $12,375 | $102,604-87.9% | $86,188-85.6% | $139,434-91.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 21.44% | 1922.51%-1901.1pp | 1168.45%-1147.0pp | 372.94%-351.5pp |
| Employer contribution / active EE | $515 | $3,032-83.0% | $2,380-78.4% | $4,751-89.2% |
| Participant deferral / active EE | $1,877 | $4,676-59.9% | $3,985-52.9% | $6,710-72.0% |
| Admin fee / account holder | $0 | $8,657-100.0% | $6,852-100.0% | $11,403-100.0% |