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 | $52,333 | $201,272-74.0% | $184,203-71.6% | $145,922-64.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.52% | 29.00%-14.5pp | 28.81%-14.3pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,146 | $7,022-83.7% | $6,427-82.2% | $4,660-75.4% |
| Participant deferral / active EE | $12,556 | $9,806+28.0% | $9,131+37.5% | $6,688+87.7% |
| Admin fee / account holder | $82 | $16,364-99.5% | $13,901-99.4% | $13,397-99.4% |