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 9-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 | $36,089 | $167,307-78.4% | $143,757-74.9% | $134,475-73.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.45% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,055 | $5,619-81.2% | $4,951-78.7% | $4,740-77.8% |
| Participant deferral / active EE | $7,973 | $6,446+23.7% | $5,637+41.4% | $6,400+24.6% |
| Admin fee / account holder | $232 | $18,088-98.7% | $14,673-98.4% | $11,426-98.0% |