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 | $80,000 | $73,933+8.2% | $96,683-17.3% | $75,163+6.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 483.58% | 26.70%+456.9pp | 35.69%+447.9pp | 160.62%+323.0pp |
| Employer contribution / active EE | $399 | $2,928-86.4% | $3,737-89.3% | $2,670-85.0% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,878-100.0% | $4,125-100.0% |
| Admin fee / account holder | $237 | $5,216-95.4% | $6,730-96.5% | $5,651-95.8% |