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 | $16,079 | $177,572-90.9% | $154,803-89.6% | $142,382-88.7% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 31.27% | 65.07%-33.8pp | 58.88%-27.6pp | 217.08%-185.8pp |
| Employer contribution / active EE | $0 | $4,810-100.0% | $4,305-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,132 | $6,272+29.7% | $5,540+46.8% | $6,507+25.0% |
| Admin fee / account holder | $102 | $16,786-99.4% | $14,329-99.3% | $12,624-99.2% |