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 | $20,570 | $77,813-73.6% | $123,544-83.3% | $64,186-68.0% |
| Participation rate | 81.3% | 74.7%+6.5pp | 82.3%-1.0pp | 69.6%+11.7pp |
| Annual return | 0.00% | 12.48%-12.5pp | 119.20%-119.2pp | 7.63%-7.6pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,524 | $5,240+24.5% | $6,426+1.5% | $3,470+88.0% |
| Admin fee / account holder | $3 | $5,519-99.9% | $9,284-100.0% | $4,888-99.9% |