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 | $35,755 | $100,970-64.6% | $96,576-63.0% | $137,256-74.0% |
| Participation rate | 87.5% | 82.6%+4.9pp | 81.4%+6.1pp | 80.0%+7.5pp |
| Annual return | 21.14% | 38.16%-17.0pp | 38.47%-17.3pp | 220.34%-199.2pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,184 | $8,286+10.8% | $7,956+15.4% | $6,407+43.3% |
| Admin fee / account holder | $211 | $11,312-98.1% | $11,381-98.1% | $12,270-98.3% |