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 | $9,022 | $109,982-91.8% | $97,226-90.7% | $145,922-93.8% |
| Participation rate | 94.4% | 75.9%+18.5pp | 72.7%+21.8pp | 80.3%+14.2pp |
| Annual return | 17.08% | 242.90%-225.8pp | 75.13%-58.1pp | 561.29%-544.2pp |
| Employer contribution / active EE | $17 | $3,084-99.5% | $2,729-99.4% | $4,660-99.6% |
| Participant deferral / active EE | $1,569 | $4,676-66.4% | $4,264-63.2% | $6,688-76.5% |
| Admin fee / account holder | $57 | $6,221-99.1% | $5,654-99.0% | $13,397-99.6% |