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 | $7,303 | $104,974-93.0% | $95,585-92.4% | $142,382-94.9% |
| Participation rate | 93.8% | 75.0%+18.8pp | 72.1%+21.7pp | 80.1%+13.6pp |
| Annual return | 14.29% | 210.33%-196.0pp | 38.56%-24.3pp | 217.08%-202.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,075 | $4,352-52.3% | $4,023-48.4% | $6,507-68.1% |
| Admin fee / account holder | $99 | $6,386-98.5% | $6,127-98.4% | $12,624-99.2% |