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 | $10,568 | $106,543-90.1% | $91,220-88.4% | $134,475-92.1% |
| Participation rate | 82.6% | 76.8%+5.8pp | 73.2%+9.4pp | 81.2%+1.4pp |
| Annual return | -21.02% | 160.60%-181.6pp | 114.01%-135.0pp | 417.96%-439.0pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,661 | $4,719-43.6% | $4,234-37.1% | $6,400-58.4% |
| Admin fee / account holder | $267 | $6,231-95.7% | $5,420-95.1% | $11,426-97.7% |