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 | $29,391 | $183,519-84.0% | $155,509-81.1% | $145,922-79.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.93% | 61.17%-37.2pp | 64.67%-40.7pp | 561.29%-537.4pp |
| Employer contribution / active EE | $758 | $5,313-85.7% | $4,672-83.8% | $4,660-83.7% |
| Participant deferral / active EE | $4,138 | $6,462-36.0% | $5,626-26.5% | $6,688-38.1% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |