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 | $52,411 | $175,202-70.1% | $149,673-65.0% | $139,434-62.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.24% | 166.71%-153.5pp | 134.42%-121.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $798 | $5,474-85.4% | $4,818-83.4% | $4,751-83.2% |
| Participant deferral / active EE | $12,000 | $6,519+84.1% | $5,680+111.3% | $6,710+78.8% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |