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 | $19,017 | $175,202-89.1% | $149,673-87.3% | $139,434-86.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.87% | 166.71%-145.8pp | 134.42%-113.5pp | 372.94%-352.1pp |
| Employer contribution / active EE | $779 | $5,474-85.8% | $4,818-83.8% | $4,751-83.6% |
| Participant deferral / active EE | $3,093 | $6,519-52.5% | $5,680-45.5% | $6,710-53.9% |
| Admin fee / account holder | $146 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |