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 | $23,473 | $190,805-87.7% | $159,960-85.3% | $134,475-82.5% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.46% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $344 | $4,995-93.1% | $4,226-91.9% | $4,740-92.7% |
| Participant deferral / active EE | $4,768 | $6,923-31.1% | $6,182-22.9% | $6,400-25.5% |
| Admin fee / account holder | $138 | $10,471-98.7% | $8,698-98.4% | $11,426-98.8% |