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 4-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 | $11,990 | $111,535-89.2% | $105,223-88.6% | $137,256-91.3% |
| Participation rate | 81.8% | 78.1%+3.7pp | 75.0%+6.8pp | 80.0%+1.9pp |
| Annual return | 19.69% | 237.85%-218.2pp | 180.65%-161.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $794 | $3,939-79.8% | $3,689-78.5% | $4,156-80.9% |
| Participant deferral / active EE | $2,145 | $5,500-61.0% | $5,072-57.7% | $6,407-66.5% |
| Admin fee / account holder | $23 | $9,721-99.8% | $8,859-99.7% | $12,270-99.8% |