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 | $33,601 | $127,065-73.6% | $113,168-70.3% | $142,382-76.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 23.54% | 24.03%-0.5pp | 24.27%-0.7pp | 217.08%-193.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $15,417 | $5,716+169.7% | $5,107+201.9% | $6,507+136.9% |
| Admin fee / account holder | $63 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |