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 3-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 | $18,821 | $111,724-83.2% | $93,606-79.9% | $145,922-87.1% |
| Participation rate | 76.5% | 74.2%+2.3pp | 68.7%+7.7pp | 80.3%-3.8pp |
| Annual return | 14.25% | 202.98%-188.7pp | 133.20%-118.9pp | 561.29%-547.0pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $7,598 | $4,912+54.7% | $4,411+72.2% | $6,688+13.6% |
| Admin fee / account holder | $26 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |