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 | $20,664 | $175,202-88.2% | $149,673-86.2% | $139,434-85.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 48.65% | 166.71%-118.1pp | 134.42%-85.8pp | 372.94%-324.3pp |
| Employer contribution / active EE | $0 | $5,474-100.0% | $4,818-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,385 | $6,519+13.3% | $5,680+30.0% | $6,710+10.0% |
| Admin fee / account holder | $58 | $16,150-99.6% | $13,210-99.6% | $11,403-99.5% |