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 7-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 | $25,825 | $70,606-63.4% | $53,898-52.1% | $142,382-81.9% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 18.75% | 619.81%-601.1pp | 528.60%-509.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,577 | $2,364+51.3% | $1,826+95.9% | $6,507-45.0% |
| Admin fee / account holder | $26 | $2,852-99.1% | $2,491-98.9% | $12,624-99.8% |