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 | $39,233 | $183,592-78.6% | $155,567-74.8% | $145,959-73.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 32.95% | 61.24%-28.3pp | 64.74%-31.8pp | 561.95%-529.0pp |
| Employer contribution / active EE | $1,012 | $5,315-81.0% | $4,674-78.4% | $4,661-78.3% |
| Participant deferral / active EE | $11,029 | $6,464+70.6% | $5,628+96.0% | $6,689+64.9% |
| Admin fee / account holder | $6 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |