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 | $17,216 | $106,543-83.8% | $91,220-81.1% | $134,475-87.2% |
| Participation rate | 80.0% | 76.8%+3.2pp | 73.2%+6.8pp | 81.2%-1.2pp |
| Annual return | -18.27% | 160.60%-178.9pp | 114.01%-132.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,755 | $4,719-41.6% | $4,234-34.9% | $6,400-56.9% |
| Admin fee / account holder | $18 | $6,231-99.7% | $5,420-99.7% | $11,426-99.8% |