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 | $127,719 | $159,602-20.0% | $150,045-14.9% | $142,382-10.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.43% | 70.24%-49.8pp | 62.55%-42.1pp | 217.08%-196.6pp |
| Employer contribution / active EE | $519 | $4,961-89.5% | $4,693-89.0% | $4,299-87.9% |
| Participant deferral / active EE | $13,820 | $8,310+66.3% | $7,997+72.8% | $6,507+112.4% |
| Admin fee / account holder | $268 | $14,846-98.2% | $13,435-98.0% | $12,624-97.9% |