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 7-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 | $26,797 | $104,974-74.5% | $95,585-72.0% | $142,382-81.2% |
| Participation rate | 86.4% | 75.0%+11.4pp | 72.1%+14.3pp | 80.1%+6.2pp |
| Annual return | 15.43% | 210.33%-194.9pp | 38.56%-23.1pp | 217.08%-201.6pp |
| Employer contribution / active EE | $74 | $2,779-97.3% | $2,527-97.1% | $4,299-98.3% |
| Participant deferral / active EE | $3,243 | $4,352-25.5% | $4,023-19.4% | $6,507-50.2% |
| Admin fee / account holder | $158 | $6,386-97.5% | $6,127-97.4% | $12,624-98.7% |