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 | $74,888-95.8% | $71,209-95.6% | $142,382-97.8% |
| Participation rate | 72.2% | 76.2%-4.0pp | 73.8%-1.5pp | 80.1%-7.9pp |
| Annual return | 21.05% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $178 | $2,854-93.8% | $2,721-93.5% | $4,299-95.9% |
| Participant deferral / active EE | $1,020 | $4,454-77.1% | $4,175-75.6% | $6,507-84.3% |
| Admin fee / account holder | $70 | $5,568-98.7% | $5,349-98.7% | $12,624-99.4% |