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 | $16,237 | $172,111-90.6% | $150,298-89.2% | $137,256-88.2% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 24.79% | 69.37%-44.6pp | 62.79%-38.0pp | 220.34%-195.6pp |
| Employer contribution / active EE | $553 | $4,636-88.1% | $4,154-86.7% | $4,156-86.7% |
| Participant deferral / active EE | $3,664 | $6,166-40.6% | $5,453-32.8% | $6,407-42.8% |
| Admin fee / account holder | $35 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |