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 | $15,099 | $111,724-86.5% | $93,606-83.9% | $145,922-89.7% |
| Participation rate | 81.8% | 74.2%+7.6pp | 68.7%+13.1pp | 80.3%+1.5pp |
| Annual return | 16.44% | 202.98%-186.5pp | 133.20%-116.8pp | 561.29%-544.8pp |
| Employer contribution / active EE | $0 | $3,090-100.0% | $2,420-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $5,090 | $4,912+3.6% | $4,411+15.4% | $6,688-23.9% |
| Admin fee / account holder | $27 | $10,250-99.7% | $8,285-99.7% | $13,397-99.8% |