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 | $16,829 | $177,572-90.5% | $154,803-89.1% | $142,382-88.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 23.30% | 65.07%-41.8pp | 58.88%-35.6pp | 217.08%-193.8pp |
| Employer contribution / active EE | $640 | $4,810-86.7% | $4,305-85.1% | $4,299-85.1% |
| Participant deferral / active EE | $2,835 | $6,272-54.8% | $5,540-48.8% | $6,507-56.4% |
| Admin fee / account holder | $33 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |