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 3-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 | $40,019 | $159,901-75.0% | $146,958-72.8% | $145,922-72.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.43% | 98.13%-79.7pp | 418.34%-399.9pp | 561.29%-542.9pp |
| Employer contribution / active EE | $667 | $5,286-87.4% | $4,933-86.5% | $4,660-85.7% |
| Participant deferral / active EE | $5,622 | $8,428-33.3% | $8,070-30.3% | $6,688-15.9% |
| Admin fee / account holder | $20 | $15,044-99.9% | $12,998-99.8% | $13,397-99.9% |