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 | $51,756 | $177,572-70.9% | $154,803-66.6% | $142,382-63.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.40% | 65.07%-48.7pp | 58.88%-42.5pp | 217.08%-200.7pp |
| Employer contribution / active EE | $463 | $4,810-90.4% | $4,305-89.3% | $4,299-89.2% |
| Participant deferral / active EE | $11,082 | $6,272+76.7% | $5,540+100.0% | $6,507+70.3% |
| Admin fee / account holder | $52 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |