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 6-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 | $23,975 | $111,754-78.5% | $103,333-76.8% | $145,922-83.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.64% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $795 | $4,212-81.1% | $3,868-79.4% | $4,660-82.9% |
| Participant deferral / active EE | $11,896 | $5,619+111.7% | $5,057+135.2% | $6,688+77.9% |
| Admin fee / account holder | $29 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |