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 5-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 | $28,740 | $62,586-54.1% | $76,768-62.6% | $64,186-55.2% |
| Participation rate | 92.6% | 72.8%+19.8pp | 77.0%+15.6pp | 69.6%+23.0pp |
| Annual return | 204.80% | -1.95%+206.8pp | 2.43%+202.4pp | 7.63%+197.2pp |
| Employer contribution / active EE | $241 | $1,832-86.8% | $2,485-90.3% | $2,381-89.9% |
| Participant deferral / active EE | $0 | $3,145-100.0% | $3,852-100.0% | $3,470-100.0% |
| Admin fee / account holder | $219 | $4,667-95.3% | $6,675-96.7% | $4,888-95.5% |