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 | $97,823 | $154,228-36.6% | $145,433-32.7% | $137,256-28.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 171.45% | 74.59%+96.9pp | 66.58%+104.9pp | 220.34%-48.9pp |
| Employer contribution / active EE | $72 | $4,804-98.5% | $4,554-98.4% | $4,156-98.3% |
| Participant deferral / active EE | $14,947 | $8,216+81.9% | $7,897+89.3% | $6,407+133.3% |
| Admin fee / account holder | $144 | $14,344-99.0% | $13,129-98.9% | $12,270-98.8% |