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 | $6,918 | $58,208-88.1% | $81,812-91.5% | $80,856-91.4% |
| Participation rate | 88.0% | 63.4%+24.6pp | 72.3%+15.7pp | 67.6%+20.4pp |
| Annual return | 14.76% | 41.66%-26.9pp | 773.79%-759.0pp | 35.59%-20.8pp |
| Employer contribution / active EE | $148 | $2,340-93.7% | $2,912-94.9% | $2,755-94.6% |
| Participant deferral / active EE | $3,195 | $3,281-2.6% | $4,319-26.0% | $4,296-25.6% |
| Admin fee / account holder | $173 | $4,981-96.5% | $7,386-97.7% | $6,918-97.5% |