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 | $56,332 | $127,065-55.7% | $113,168-50.2% | $142,382-60.4% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 22.40% | 24.03%-1.6pp | 24.27%-1.9pp | 217.08%-194.7pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $8,232 | $5,716+44.0% | $5,107+61.2% | $6,507+26.5% |
| Admin fee / account holder | $72 | $15,736-99.5% | $12,068-99.4% | $12,624-99.4% |