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 | $7,612 | $97,125-92.2% | $86,233-91.2% | $137,256-94.5% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.0%+12.8pp | 80.0%+1.9pp |
| Annual return | 20.04% | 74.19%-54.1pp | 61.39%-41.3pp | 220.34%-200.3pp |
| Employer contribution / active EE | $8 | $2,841-99.7% | $2,504-99.7% | $4,156-99.8% |
| Participant deferral / active EE | $1,667 | $5,180-67.8% | $4,559-63.4% | $6,407-74.0% |
| Admin fee / account holder | $100 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |