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 4-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 | $5,619 | $74,888-92.5% | $71,209-92.1% | $142,382-96.1% |
| Participation rate | 91.7% | 76.2%+15.4pp | 73.8%+17.9pp | 80.1%+11.5pp |
| Annual return | 21.49% | 345.14%-323.7pp | 282.51%-261.0pp | 217.08%-195.6pp |
| Employer contribution / active EE | $51 | $2,854-98.2% | $2,721-98.1% | $4,299-98.8% |
| Participant deferral / active EE | $1,814 | $4,454-59.3% | $4,175-56.5% | $6,507-72.1% |
| Admin fee / account holder | $16 | $5,568-99.7% | $5,349-99.7% | $12,624-99.9% |