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 | $50,915 | $209,336-75.7% | $197,124-74.2% | $137,256-62.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.99% | 48.09%-29.1pp | 44.34%-25.4pp | 220.34%-201.4pp |
| Employer contribution / active EE | $800 | $6,591-87.9% | $6,227-87.2% | $4,156-80.8% |
| Participant deferral / active EE | $3,049 | $9,614-68.3% | $9,135-66.6% | $6,407-52.4% |
| Admin fee / account holder | $118 | $17,308-99.3% | $16,298-99.3% | $12,270-99.0% |