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 | $3,118 | $72,071-95.7% | $68,368-95.4% | $137,256-97.7% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.0%-7.7pp |
| Annual return | 21.05% | 353.14%-332.1pp | 292.57%-271.5pp | 220.34%-199.3pp |
| Employer contribution / active EE | $178 | $2,788-93.6% | $2,649-93.3% | $4,156-95.7% |
| Participant deferral / active EE | $1,020 | $4,410-76.9% | $4,123-75.3% | $6,407-84.1% |
| Admin fee / account holder | $70 | $5,336-98.7% | $5,150-98.6% | $12,270-99.4% |