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 | $17,574 | $177,572-90.1% | $154,803-88.6% | $142,382-87.7% |
| Participation rate | 90.9% | 82.1%+8.9pp | 78.1%+12.8pp | 80.1%+10.8pp |
| Annual return | 22.24% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $676 | $4,810-85.9% | $4,305-84.3% | $4,299-84.3% |
| Participant deferral / active EE | $2,804 | $6,272-55.3% | $5,540-49.4% | $6,507-56.9% |
| Admin fee / account holder | $245 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |