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 | $19,647 | $97,125-79.8% | $86,233-77.2% | $137,256-85.7% |
| Participation rate | 72.2% | 74.2%-2.0pp | 69.0%+3.2pp | 80.0%-7.7pp |
| Annual return | 21.17% | 74.19%-53.0pp | 61.39%-40.2pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $2,504-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,362 | $5,180-15.8% | $4,559-4.3% | $6,407-31.9% |
| Admin fee / account holder | $98 | $9,725-99.0% | $8,342-98.8% | $12,270-99.2% |