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 | $28,092 | $105,126-73.3% | $94,646-70.3% | $139,434-79.9% |
| Participation rate | 84.2% | 82.4%+1.9pp | 80.8%+3.4pp | 80.3%+3.9pp |
| Annual return | 52.08% | 38.03%+14.0pp | 156.71%-104.6pp | 372.94%-320.9pp |
| Employer contribution / active EE | $0 | $4,106-100.0% | $3,672-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $9,036 | $7,599+18.9% | $7,418+21.8% | $6,710+34.7% |
| Admin fee / account holder | $34 | $8,984-99.6% | $7,231-99.5% | $11,403-99.7% |