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 | $8,216 | $88,751-90.7% | $81,812-90.0% | $145,922-94.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.13% | 1025.40%-1010.3pp | 773.79%-758.7pp | 561.29%-546.2pp |
| Employer contribution / active EE | $210 | $3,083-93.2% | $2,912-92.8% | $4,660-95.5% |
| Participant deferral / active EE | $6,300 | $4,643+35.7% | $4,319+45.9% | $6,688-5.8% |
| Admin fee / account holder | $127 | $8,415-98.5% | $7,386-98.3% | $13,397-99.1% |