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 4-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 | $7,777 | $96,305-91.9% | $80,569-90.3% | $139,434-94.4% |
| Participation rate | 81.8% | 73.6%+8.2pp | 67.0%+14.8pp | 80.3%+1.5pp |
| Annual return | 19.89% | 1350.08%-1330.2pp | 935.43%-915.5pp | 372.94%-353.1pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,723-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,791 | $5,232-46.7% | $4,447-37.2% | $6,710-58.4% |
| Admin fee / account holder | $123 | $6,599-98.1% | $5,377-97.7% | $11,403-98.9% |