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 | $34,753 | $177,572-80.4% | $154,803-77.6% | $142,382-75.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.73% | 65.07%-44.3pp | 58.88%-38.2pp | 217.08%-196.3pp |
| Employer contribution / active EE | $654 | $4,810-86.4% | $4,305-84.8% | $4,299-84.8% |
| Participant deferral / active EE | $4,710 | $6,272-24.9% | $5,540-15.0% | $6,507-27.6% |
| Admin fee / account holder | $144 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |