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 6-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 | $54,618 | $129,942-58.0% | $104,294-47.6% | $134,475-59.4% |
| Participation rate | 88.9% | 79.5%+9.4pp | 73.3%+15.6pp | 81.2%+7.7pp |
| Annual return | -3.78% | 42.03%-45.8pp | 24.61%-28.4pp | 417.96%-421.7pp |
| Employer contribution / active EE | $407 | $4,184-90.3% | $3,372-87.9% | $4,740-91.4% |
| Participant deferral / active EE | $1,639 | $5,588-70.7% | $4,625-64.6% | $6,400-74.4% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |