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 | $177,572-77.7% | $154,803-74.4% | $142,382-72.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.63% | 65.07%-48.4pp | 58.88%-42.3pp | 217.08%-200.4pp |
| Employer contribution / active EE | $628 | $4,810-87.0% | $4,305-85.4% | $4,299-85.4% |
| Participant deferral / active EE | $7,275 | $6,272+16.0% | $5,540+31.3% | $6,507+11.8% |
| Admin fee / account holder | $89 | $16,786-99.5% | $14,329-99.4% | $12,624-99.3% |