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 | $24,556 | $210,408-88.3% | $153,485-84.0% | $145,922-83.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.38% | 13.37%+1.0pp | 15.65%-1.3pp | 561.29%-546.9pp |
| Employer contribution / active EE | $1,144 | $6,048-81.1% | $5,039-77.3% | $4,660-75.4% |
| Participant deferral / active EE | $10,165 | $7,975+27.5% | $6,757+50.4% | $6,688+52.0% |
| Admin fee / account holder | $0 | $19,419-100.0% | $12,724-100.0% | $13,397-100.0% |