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 8-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 | $5,699 | $72,400-92.1% | $67,502-91.6% | $145,922-96.1% |
| Participation rate | 84.6% | 76.9%+7.8pp | 72.9%+11.7pp | 80.3%+4.3pp |
| Annual return | 14.16% | 7182.46%-7168.3pp | 3512.12%-3498.0pp | 561.29%-547.1pp |
| Employer contribution / active EE | $0 | $3,069-100.0% | $2,731-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,023 | $4,783-15.9% | $4,000+0.6% | $6,688-39.8% |
| Admin fee / account holder | $112 | $5,539-98.0% | $3,998-97.2% | $13,397-99.2% |