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 | $13,576 | $177,572-92.4% | $154,803-91.2% | $142,382-90.5% |
| Participation rate | 84.6% | 82.1%+2.6pp | 78.1%+6.5pp | 80.1%+4.5pp |
| Annual return | 21.30% | 65.07%-43.8pp | 58.88%-37.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $770 | $4,810-84.0% | $4,305-82.1% | $4,299-82.1% |
| Participant deferral / active EE | $1,985 | $6,272-68.4% | $5,540-64.2% | $6,507-69.5% |
| Admin fee / account holder | $94 | $16,786-99.4% | $14,329-99.3% | $12,624-99.3% |