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 | $18,123 | $97,757-81.5% | $83,848-78.4% | $135,375-86.6% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -3.64% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,631-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,937 | $4,682-15.9% | $4,082-3.5% | $5,609-29.8% |
| Admin fee / account holder | $243 | $6,674-96.4% | $5,478-95.6% | $10,827-97.8% |