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 | $172,111-90.2% | $150,298-88.8% | $137,256-87.7% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 23.30% | 69.37%-46.1pp | 62.79%-39.5pp | 220.34%-197.0pp |
| Employer contribution / active EE | $640 | $4,636-86.2% | $4,154-84.6% | $4,156-84.6% |
| Participant deferral / active EE | $2,835 | $6,166-54.0% | $5,453-48.0% | $6,407-55.8% |
| Admin fee / account holder | $33 | $16,471-99.8% | $14,116-99.8% | $12,270-99.7% |