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 | $101,025 | $185,822-45.6% | $169,993-40.6% | $139,434-27.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 0.00% | 60.50%-60.5pp | 53.37%-53.4pp | 372.94%-372.9pp |
| Employer contribution / active EE | $1,074 | $7,590-85.8% | $6,785-84.2% | $4,751-77.4% |
| Participant deferral / active EE | $18,041 | $11,622+55.2% | $10,408+73.3% | $6,710+168.9% |
| Admin fee / account holder | $228 | $15,381-98.5% | $12,815-98.2% | $11,403-98.0% |