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 6-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 | $6,734 | $88,751-92.4% | $81,812-91.8% | $145,922-95.4% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 10.69% | 1025.40%-1014.7pp | 773.79%-763.1pp | 561.29%-550.6pp |
| Employer contribution / active EE | $273 | $3,083-91.2% | $2,912-90.6% | $4,660-94.1% |
| Participant deferral / active EE | $784 | $4,643-83.1% | $4,319-81.8% | $6,688-88.3% |
| Admin fee / account holder | $69 | $8,415-99.2% | $7,386-99.1% | $13,397-99.5% |