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 | $6,032 | $149,040-96.0% | $120,225-95.0% | $137,256-95.6% |
| Participation rate | 87.5% | 75.4%+12.1pp | 69.6%+17.9pp | 80.0%+7.5pp |
| Annual return | 20.93% | 605.68%-584.7pp | 439.23%-418.3pp | 220.34%-199.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,238 | $4,655-73.4% | $3,999-69.0% | $6,407-80.7% |
| Admin fee / account holder | $266 | $6,348-95.8% | $5,696-95.3% | $12,270-97.8% |