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 | $12,311 | $114,381-89.2% | $107,525-88.6% | $142,382-91.4% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 17.02% | 242.71%-225.7pp | 181.32%-164.3pp | 217.08%-200.1pp |
| Employer contribution / active EE | $528 | $4,015-86.8% | $3,754-85.9% | $4,299-87.7% |
| Participant deferral / active EE | $2,276 | $5,564-59.1% | $5,116-55.5% | $6,507-65.0% |
| Admin fee / account holder | $227 | $9,860-97.7% | $8,919-97.5% | $12,624-98.2% |