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 | $28,324 | $99,652-71.6% | $78,778-64.0% | $147,584-80.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.72% | 47.28%-32.6pp | 35.62%-20.9pp | 578.55%-563.8pp |
| Employer contribution / active EE | $197 | $2,796-93.0% | $1,986-90.1% | $4,876-96.0% |
| Participant deferral / active EE | $4,121 | $3,664+12.5% | $2,958+39.3% | $5,439-24.2% |
| Admin fee / account holder | $70 | $7,155-99.0% | $5,134-98.6% | $10,885-99.4% |