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 | $28,305 | $159,901-82.3% | $146,958-80.7% | $145,922-80.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 169.33% | 98.13%+71.2pp | 418.34%-249.0pp | 561.29%-392.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,259 | $8,428-2.0% | $8,070+2.3% | $6,688+23.5% |
| Admin fee / account holder | $29 | $15,044-99.8% | $12,998-99.8% | $13,397-99.8% |