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 3-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 | $7,743 | $72,400-89.3% | $67,502-88.5% | $145,922-94.7% |
| Participation rate | 77.8% | 76.9%+0.9pp | 72.9%+4.9pp | 80.3%-2.5pp |
| Annual return | 16.14% | 7182.46%-7166.3pp | 3512.12%-3496.0pp | 561.29%-545.1pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,046 | $4,783-36.3% | $4,000-23.9% | $6,688-54.5% |
| Admin fee / account holder | $96 | $5,539-98.3% | $3,998-97.6% | $13,397-99.3% |