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 | $22,902 | $138,044-83.4% | $125,339-81.7% | $134,475-83.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.48% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $466 | $5,243-91.1% | $4,814-90.3% | $4,740-90.2% |
| Participant deferral / active EE | $6,191 | $7,799-20.6% | $7,446-16.9% | $6,400-3.3% |
| Admin fee / account holder | $48 | $11,571-99.6% | $10,010-99.5% | $11,426-99.6% |