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 | $29,312 | $111,754-73.8% | $103,333-71.6% | $145,922-79.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 32.13% | 24.77%+7.4pp | 24.88%+7.2pp | 561.29%-529.2pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,581 | $5,619+52.7% | $5,057+69.7% | $6,688+28.3% |
| Admin fee / account holder | $66 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |