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 | $25,429 | $95,862-73.5% | $79,550-68.0% | $134,475-81.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -11.87% | -2.69%-9.2pp | 0.16%-12.0pp | 417.96%-429.8pp |
| Employer contribution / active EE | $395 | $3,128-87.4% | $2,413-83.6% | $4,740-91.7% |
| Participant deferral / active EE | $9,000 | $4,693+91.8% | $3,985+125.8% | $6,400+40.6% |
| Admin fee / account holder | $92 | $9,126-99.0% | $6,832-98.7% | $11,426-99.2% |