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 | $15,179 | $101,618-85.1% | $93,063-83.7% | $137,256-88.9% |
| Participation rate | 83.3% | 74.9%+8.4pp | 72.1%+11.2pp | 80.0%+3.4pp |
| Annual return | 17.75% | 223.95%-206.2pp | 34.15%-16.4pp | 220.34%-202.6pp |
| Employer contribution / active EE | $242 | $2,707-91.1% | $2,476-90.2% | $4,156-94.2% |
| Participant deferral / active EE | $1,401 | $4,279-67.3% | $3,958-64.6% | $6,407-78.1% |
| Admin fee / account holder | $146 | $6,198-97.6% | $6,033-97.6% | $12,270-98.8% |