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 | $46,878 | $201,272-76.7% | $184,203-74.6% | $145,922-67.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.55% | 29.00%-7.5pp | 28.81%-7.3pp | 561.29%-539.7pp |
| Employer contribution / active EE | $820 | $7,022-88.3% | $6,427-87.2% | $4,660-82.4% |
| Participant deferral / active EE | $6,083 | $9,806-38.0% | $9,131-33.4% | $6,688-9.0% |
| Admin fee / account holder | $22 | $16,364-99.9% | $13,901-99.8% | $13,397-99.8% |