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 | $13,615 | $177,572-92.3% | $154,803-91.2% | $142,382-90.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 78.1%+11.9pp | 80.1%+9.9pp |
| Annual return | 37.07% | 65.07%-28.0pp | 58.88%-21.8pp | 217.08%-180.0pp |
| Employer contribution / active EE | $869 | $4,810-81.9% | $4,305-79.8% | $4,299-79.8% |
| Participant deferral / active EE | $5,239 | $6,272-16.5% | $5,540-5.5% | $6,507-19.5% |
| Admin fee / account holder | $52 | $16,786-99.7% | $14,329-99.6% | $12,624-99.6% |