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 | $9,652 | $64,839-85.1% | $95,585-89.9% | $84,808-88.6% |
| Participation rate | 89.7% | 63.8%+25.8pp | 72.1%+17.6pp | 68.3%+21.3pp |
| Annual return | 22.01% | -670.96%+693.0pp | 38.56%-16.5pp | 40.90%-18.9pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,820 | $2,965-4.9% | $4,023-29.9% | $4,212-33.0% |
| Admin fee / account holder | $88 | $5,964-98.5% | $6,127-98.6% | $7,344-98.8% |