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 7-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 | $24,822 | $114,381-78.3% | $107,525-76.9% | $142,382-82.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 14.31% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $513 | $4,015-87.2% | $3,754-86.3% | $4,299-88.1% |
| Participant deferral / active EE | $12,630 | $5,564+127.0% | $5,116+146.9% | $6,507+94.1% |
| Admin fee / account holder | $116 | $9,860-98.8% | $8,919-98.7% | $12,624-99.1% |