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 | $177,572-83.0% | $154,803-80.5% | $142,382-78.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 23.07% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $782 | $4,810-83.7% | $4,305-81.8% | $4,299-81.8% |
| Participant deferral / active EE | $9,679 | $6,272+54.3% | $5,540+74.7% | $6,507+48.7% |
| Admin fee / account holder | $61 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |