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 | $40,292 | $183,519-78.0% | $155,509-74.1% | $145,922-72.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.43% | 61.17%-44.7pp | 64.67%-48.2pp | 561.29%-544.9pp |
| Employer contribution / active EE | $756 | $5,313-85.8% | $4,672-83.8% | $4,660-83.8% |
| Participant deferral / active EE | $11,332 | $6,462+75.3% | $5,626+101.4% | $6,688+69.4% |
| Admin fee / account holder | $215 | $19,313-98.9% | $15,912-98.7% | $13,397-98.4% |