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 | $51,266 | $154,228-66.8% | $145,433-64.7% | $137,256-62.6% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 34.76% | 74.59%-39.8pp | 66.58%-31.8pp | 220.34%-185.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $16,026 | $8,216+95.1% | $7,897+102.9% | $6,407+150.1% |
| Admin fee / account holder | $85 | $14,344-99.4% | $13,129-99.4% | $12,270-99.3% |