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 | $31,885 | $159,901-80.1% | $146,958-78.3% | $145,922-78.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $93 | $5,286-98.2% | $4,933-98.1% | $4,660-98.0% |
| Participant deferral / active EE | $3,918 | $8,428-53.5% | $8,070-51.5% | $6,688-41.4% |
| Admin fee / account holder | $176 | $15,044-98.8% | $12,998-98.6% | $13,397-98.7% |