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 | $12,623 | $100,773-87.5% | $88,946-85.8% | $142,382-91.1% |
| Participation rate | 84.6% | 74.3%+10.3pp | 68.8%+15.8pp | 80.1%+4.5pp |
| Annual return | 20.30% | 70.18%-49.9pp | 57.82%-37.5pp | 217.08%-196.8pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,823 | $5,230-46.0% | $4,581-38.4% | $6,507-56.6% |
| Admin fee / account holder | $85 | $9,693-99.1% | $8,261-99.0% | $12,624-99.3% |