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 3-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 | $30,162 | $172,111-82.5% | $150,298-79.9% | $137,256-78.0% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 23.07% | 69.37%-46.3pp | 62.79%-39.7pp | 220.34%-197.3pp |
| Employer contribution / active EE | $782 | $4,636-83.1% | $4,154-81.2% | $4,156-81.2% |
| Participant deferral / active EE | $9,679 | $6,166+57.0% | $5,453+77.5% | $6,407+51.1% |
| Admin fee / account holder | $61 | $16,471-99.6% | $14,116-99.6% | $12,270-99.5% |