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 | $110,266 | $100,970+9.2% | $96,576+14.2% | $137,256-19.7% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 24.44% | 38.16%-13.7pp | 38.47%-14.0pp | 220.34%-195.9pp |
| Employer contribution / active EE | $0 | $3,809-100.0% | $3,553-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $23,500 | $8,286+183.6% | $7,956+195.4% | $6,407+266.8% |
| Admin fee / account holder | $208 | $11,312-98.2% | $11,381-98.2% | $12,270-98.3% |