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 | $17,626 | $63,953-72.4% | $54,726-67.8% | $135,375-87.0% |
| Participation rate | 83.3% | 84.9%-1.5pp | 79.1%+4.2pp | 82.6%+0.7pp |
| Annual return | 7.24% | -5.77%+13.0pp | -4.56%+11.8pp | 519.73%-512.5pp |
| Employer contribution / active EE | $661 | $4,256-84.5% | $3,449-80.8% | $4,779-86.2% |
| Participant deferral / active EE | $1,645 | $4,810-65.8% | $3,953-58.4% | $5,609-70.7% |
| Admin fee / account holder | $0 | $4,567-100.0% | $3,818-100.0% | $10,827-100.0% |