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 6-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 | $11,212 | $56,114-80.0% | $96,139-88.3% | $85,850-86.9% |
| Participation rate | 92.6% | 56.7%+35.9pp | 68.4%+24.1pp | 69.3%+23.3pp |
| Annual return | 174.30% | 42.30%+132.0pp | 191.94%-17.6pp | 318.53%-144.2pp |
| Employer contribution / active EE | $129 | $1,620-92.0% | $2,797-95.4% | $2,565-95.0% |
| Participant deferral / active EE | $2,917 | $2,859+2.0% | $4,349-32.9% | $3,952-26.2% |
| Admin fee / account holder | $59 | $3,768-98.4% | $5,537-98.9% | $6,260-99.1% |