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 | $23,415 | $152,509-84.6% | $117,472-80.1% | $134,475-82.6% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -17.33% | 52.99%-70.3pp | 29.74%-47.1pp | 417.96%-435.3pp |
| Employer contribution / active EE | $91 | $5,571-98.4% | $4,176-97.8% | $4,740-98.1% |
| Participant deferral / active EE | $2,607 | $4,818-45.9% | $4,070-36.0% | $6,400-59.3% |
| Admin fee / account holder | $159 | $7,004-97.7% | $5,645-97.2% | $11,426-98.6% |