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 | $26,275 | $172,111-84.7% | $150,298-82.5% | $137,256-80.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 23.43% | 69.37%-45.9pp | 62.79%-39.4pp | 220.34%-196.9pp |
| Employer contribution / active EE | $322 | $4,636-93.0% | $4,154-92.2% | $4,156-92.2% |
| Participant deferral / active EE | $7,671 | $6,166+24.4% | $5,453+40.7% | $6,407+19.7% |
| Admin fee / account holder | $12 | $16,471-99.9% | $14,116-99.9% | $12,270-99.9% |