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 9-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 | $5,283 | $27,641-80.9% | $61,373-91.4% | $68,494-92.3% |
| Participation rate | 81.8% | 39.5%+42.3pp | 52.6%+29.2pp | 67.9%+13.9pp |
| Annual return | -15.79% | -13.24%-2.5pp | 338.61%-354.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $0 | $695-100.0% | $1,159-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $687 | $1,263-45.6% | $2,125-67.7% | $4,027-82.9% |
| Admin fee / account holder | $196 | $2,010-90.3% | $2,130-90.8% | $5,403-96.4% |