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 | $48,579 | $111,754-56.5% | $103,333-53.0% | $145,922-66.7% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 13.12% | 24.77%-11.6pp | 24.88%-11.8pp | 561.29%-548.2pp |
| Employer contribution / active EE | $562 | $4,212-86.7% | $3,868-85.5% | $4,660-87.9% |
| Participant deferral / active EE | $3,893 | $5,619-30.7% | $5,057-23.0% | $6,688-41.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |