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 6-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 | $41,703 | $102,317-59.2% | $146,958-71.6% | $80,856-48.4% |
| Participation rate | 84.8% | 75.8%+8.9pp | 82.2%+2.6pp | 67.6%+17.1pp |
| Annual return | 20.42% | 134.76%-114.3pp | 418.34%-397.9pp | 35.59%-15.2pp |
| Employer contribution / active EE | $672 | $3,713-81.9% | $4,933-86.4% | $2,755-75.6% |
| Participant deferral / active EE | $8,869 | $6,644+33.5% | $8,070+9.9% | $4,296+106.5% |
| Admin fee / account holder | $70 | $7,941-99.1% | $12,998-99.5% | $6,918-99.0% |