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 | $7,744 | $88,751-91.3% | $81,812-90.5% | $145,922-94.7% |
| Participation rate | 81.3% | 75.0%+6.2pp | 72.3%+8.9pp | 80.3%+1.0pp |
| Annual return | 11.63% | 1025.40%-1013.8pp | 773.79%-762.2pp | 561.29%-549.7pp |
| Employer contribution / active EE | $296 | $3,083-90.4% | $2,912-89.8% | $4,660-93.7% |
| Participant deferral / active EE | $1,116 | $4,643-76.0% | $4,319-74.2% | $6,688-83.3% |
| Admin fee / account holder | $194 | $8,415-97.7% | $7,386-97.4% | $13,397-98.6% |