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 | $8,068 | $93,024-91.3% | $77,024-89.5% | $134,475-94.0% |
| Participation rate | 80.0% | 74.5%+5.5pp | 67.9%+12.1pp | 81.2%-1.2pp |
| Annual return | -14.22% | 62.60%-76.8pp | 42.32%-56.5pp | 417.96%-432.2pp |
| Employer contribution / active EE | $289 | $3,418-91.6% | $2,812-89.7% | $4,740-93.9% |
| Participant deferral / active EE | $2,419 | $5,238-53.8% | $4,426-45.4% | $6,400-62.2% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,426-100.0% |