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 | $6,131 | $74,888-91.8% | $71,209-91.4% | $142,382-95.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.1%-3.2pp |
| Annual return | 23.57% | 345.14%-321.6pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,643 | $4,454-63.1% | $4,175-60.6% | $6,507-74.7% |
| Admin fee / account holder | $34 | $5,568-99.4% | $5,349-99.4% | $12,624-99.7% |