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 8-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 | $5,435 | $88,751-93.9% | $81,812-93.4% | $145,922-96.3% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.3%+13.4pp | 80.3%+5.4pp |
| Annual return | 13.82% | 1025.40%-1011.6pp | 773.79%-760.0pp | 561.29%-547.5pp |
| Employer contribution / active EE | $167 | $3,083-94.6% | $2,912-94.3% | $4,660-96.4% |
| Participant deferral / active EE | $796 | $4,643-82.9% | $4,319-81.6% | $6,688-88.1% |
| Admin fee / account holder | $34 | $8,415-99.6% | $7,386-99.5% | $13,397-99.7% |