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 | $20,141 | $175,202-88.5% | $149,673-86.5% | $139,434-85.6% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 2125.78% | 166.71%+1959.1pp | 134.42%+1991.4pp | 372.94%+1752.8pp |
| Employer contribution / active EE | $736 | $5,474-86.6% | $4,818-84.7% | $4,751-84.5% |
| Participant deferral / active EE | $7,810 | $6,519+19.8% | $5,680+37.5% | $6,710+16.4% |
| Admin fee / account holder | $9 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |