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 10-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 | $20,346 | $150,187-86.5% | $120,354-83.1% | $145,922-86.1% |
| Participation rate | 85.7% | 78.8%+7.0pp | 71.9%+13.8pp | 80.3%+5.4pp |
| Annual return | 8.73% | 154.07%-145.3pp | 107.15%-98.4pp | 561.29%-552.6pp |
| Employer contribution / active EE | $168 | $4,348-96.1% | $3,463-95.2% | $4,660-96.4% |
| Participant deferral / active EE | $0 | $6,173-100.0% | $4,991-100.0% | $6,688-100.0% |
| Admin fee / account holder | $23 | $12,207-99.8% | $9,423-99.8% | $13,397-99.8% |