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 | $20,132 | $63,703-68.4% | $93,063-78.4% | $82,448-75.6% |
| Participation rate | 85.4% | 63.8%+21.6pp | 72.1%+13.3pp | 68.1%+17.3pp |
| Annual return | 54.89% | -775.43%+830.3pp | 34.15%+20.7pp | 41.64%+13.3pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,476-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $7,200 | $2,919+146.6% | $3,958+81.9% | $4,139+73.9% |
| Admin fee / account holder | $179 | $5,982-97.0% | $6,033-97.0% | $7,234-97.5% |