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 | $31,450 | $129,942-75.8% | $104,294-69.8% | $134,475-76.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.52% | 42.03%-54.6pp | 24.61%-37.1pp | 417.96%-430.5pp |
| Employer contribution / active EE | $417 | $4,184-90.0% | $3,372-87.6% | $4,740-91.2% |
| Participant deferral / active EE | $6,539 | $5,588+17.0% | $4,625+41.4% | $6,400+2.2% |
| Admin fee / account holder | $0 | $9,323-100.0% | $7,339-100.0% | $11,426-100.0% |