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 | $64,839-69.0% | $95,585-78.9% | $84,808-76.3% |
| Participation rate | 85.4% | 63.8%+21.6pp | 72.1%+13.3pp | 68.3%+17.1pp |
| Annual return | 54.89% | -670.96%+725.9pp | 38.56%+16.3pp | 40.90%+14.0pp |
| Employer contribution / active EE | $0 | $1,759-100.0% | $2,527-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,200 | $2,965+142.9% | $4,023+79.0% | $4,212+71.0% |
| Admin fee / account holder | $179 | $5,964-97.0% | $6,127-97.1% | $7,344-97.6% |