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 | $52,228 | $111,754-53.3% | $103,333-49.5% | $145,922-64.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 12.49% | 24.77%-12.3pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $600 | $4,212-85.8% | $3,868-84.5% | $4,660-87.1% |
| Participant deferral / active EE | $3,443 | $5,619-38.7% | $5,057-31.9% | $6,688-48.5% |
| Admin fee / account holder | $38 | $9,750-99.6% | $8,355-99.6% | $13,397-99.7% |