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 | $2,499 | $51,638-95.2% | $68,368-96.3% | $82,448-97.0% |
| Participation rate | 92.6% | 63.6%+29.0pp | 73.8%+18.8pp | 68.1%+24.5pp |
| Annual return | 19.54% | 37.53%-18.0pp | 292.57%-273.0pp | 41.64%-22.1pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,117 | $2,914-61.7% | $4,123-72.9% | $4,139-73.0% |
| Admin fee / account holder | $229 | $4,643-95.1% | $5,150-95.6% | $7,234-96.8% |