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 | $7,097 | $104,974-93.2% | $95,585-92.6% | $142,382-95.0% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 213.30% | 210.33%+3.0pp | 38.56%+174.7pp | 217.08%-3.8pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,059 | $4,352-29.7% | $4,023-23.9% | $6,507-53.0% |
| Admin fee / account holder | $240 | $6,386-96.2% | $6,127-96.1% | $12,624-98.1% |