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 | $38,793 | $177,572-78.2% | $154,803-74.9% | $142,382-72.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 22.43% | 65.07%-42.6pp | 58.88%-36.4pp | 217.08%-194.6pp |
| Employer contribution / active EE | $324 | $4,810-93.3% | $4,305-92.5% | $4,299-92.5% |
| Participant deferral / active EE | $4,674 | $6,272-25.5% | $5,540-15.6% | $6,507-28.2% |
| Admin fee / account holder | $269 | $16,786-98.4% | $14,329-98.1% | $12,624-97.9% |