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 7-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 | $5,337 | $27,641-80.7% | $61,373-91.3% | $68,494-92.2% |
| Participation rate | 91.2% | 39.5%+51.7pp | 52.6%+38.6pp | 67.9%+23.3pp |
| Annual return | -13.08% | -13.24%+0.2pp | 338.61%-351.7pp | -7.84%-5.2pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,133 | $1,263+68.9% | $2,125+0.4% | $4,027-47.0% |
| Admin fee / account holder | $160 | $2,010-92.0% | $2,130-92.5% | $5,403-97.0% |