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 | $8,059 | $110,261-92.7% | $95,745-91.6% | $139,434-94.2% |
| Participation rate | 83.3% | 75.8%+7.6pp | 72.3%+11.1pp | 80.3%+3.0pp |
| Annual return | 16.66% | 27.11%-10.4pp | 28.35%-11.7pp | 372.94%-356.3pp |
| Employer contribution / active EE | $0 | $3,257-100.0% | $2,835-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $862 | $4,676-81.6% | $4,245-79.7% | $6,710-87.2% |
| Admin fee / account holder | $19 | $6,613-99.7% | $5,678-99.7% | $11,403-99.8% |