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 | $39,601 | $172,111-77.0% | $150,298-73.7% | $137,256-71.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.63% | 69.37%-52.7pp | 62.79%-46.2pp | 220.34%-203.7pp |
| Employer contribution / active EE | $628 | $4,636-86.5% | $4,154-84.9% | $4,156-84.9% |
| Participant deferral / active EE | $7,275 | $6,166+18.0% | $5,453+33.4% | $6,407+13.6% |
| Admin fee / account holder | $89 | $16,471-99.5% | $14,116-99.4% | $12,270-99.3% |