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 | $27,330 | $114,381-76.1% | $107,525-74.6% | $142,382-80.8% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 18.64% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.4pp |
| Employer contribution / active EE | $501 | $4,015-87.5% | $3,754-86.6% | $4,299-88.3% |
| Participant deferral / active EE | $2,983 | $5,564-46.4% | $5,116-41.7% | $6,507-54.2% |
| Admin fee / account holder | $58 | $9,860-99.4% | $8,919-99.3% | $12,624-99.5% |