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 | $13,218 | $106,515-87.6% | $96,683-86.3% | $139,434-90.5% |
| Participation rate | 86.7% | 77.8%+8.8pp | 74.3%+12.3pp | 80.3%+6.3pp |
| Annual return | 36.53% | 38.43%-1.9pp | 35.69%+0.8pp | 372.94%-336.4pp |
| Employer contribution / active EE | $241 | $4,103-94.1% | $3,737-93.6% | $4,751-94.9% |
| Participant deferral / active EE | $8,076 | $5,454+48.1% | $4,878+65.5% | $6,710+20.3% |
| Admin fee / account holder | $173 | $7,877-97.8% | $6,730-97.4% | $11,403-98.5% |