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 6-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 | $58,290 | $159,901-63.5% | $146,958-60.3% | $145,922-60.1% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 17.03% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,023 | $5,286-80.6% | $4,933-79.3% | $4,660-78.0% |
| Participant deferral / active EE | $10,452 | $8,428+24.0% | $8,070+29.5% | $6,688+56.3% |
| Admin fee / account holder | $34 | $15,044-99.8% | $12,998-99.7% | $13,397-99.7% |