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 5-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 | $44,177 | $227,553-80.6% | $189,557-76.7% | $167,490-73.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.52% | 78.40%-63.9pp | 64.17%-49.6pp | 478.56%-464.0pp |
| Employer contribution / active EE | $472 | $5,316-91.1% | $4,412-89.3% | $4,837-90.2% |
| Participant deferral / active EE | $9,750 | $7,002+39.2% | $6,174+57.9% | $6,341+53.8% |
| Admin fee / account holder | $75 | $11,878-99.4% | $9,807-99.2% | $12,309-99.4% |