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 5-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 | $19,083 | $99,640-80.8% | $86,436-77.9% | $134,475-85.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | 727.09% | 6782.58%-6055.5pp | 4394.89%-3667.8pp | 417.96%+309.1pp |
| Employer contribution / active EE | $306 | $4,400-93.1% | $3,769-91.9% | $4,740-93.6% |
| Participant deferral / active EE | $9,619 | $7,246+32.7% | $6,952+38.4% | $6,400+50.3% |
| Admin fee / account holder | $94 | $8,371-98.9% | $6,731-98.6% | $11,426-99.2% |