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 | $7,612 | $100,773-92.4% | $88,946-91.4% | $142,382-94.7% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 20.04% | 70.18%-50.1pp | 57.82%-37.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $8 | $2,918-99.7% | $2,555-99.7% | $4,299-99.8% |
| Participant deferral / active EE | $1,667 | $5,230-68.1% | $4,581-63.6% | $6,507-74.4% |
| Admin fee / account holder | $100 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |