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 5-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 | $58,112 | $127,065-54.3% | $113,168-48.6% | $142,382-59.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.87% | 24.03%-7.2pp | 24.27%-7.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $660 | $3,442-80.8% | $2,975-77.8% | $4,299-84.6% |
| Participant deferral / active EE | $4,030 | $5,716-29.5% | $5,107-21.1% | $6,507-38.1% |
| Admin fee / account holder | $155 | $15,736-99.0% | $12,068-98.7% | $12,624-98.8% |