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 5-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 | $32,942 | $167,484-80.3% | $151,611-78.3% | $134,475-75.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.47% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.4pp |
| Employer contribution / active EE | $809 | $6,829-88.1% | $6,166-86.9% | $4,740-82.9% |
| Participant deferral / active EE | $12,346 | $8,986+37.4% | $8,363+47.6% | $6,400+92.9% |
| Admin fee / account holder | $125 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |