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 | $23,466 | $177,572-86.8% | $154,803-84.8% | $142,382-83.5% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 21.45% | 65.07%-43.6pp | 58.88%-37.4pp | 217.08%-195.6pp |
| Employer contribution / active EE | $817 | $4,810-83.0% | $4,305-81.0% | $4,299-81.0% |
| Participant deferral / active EE | $4,127 | $6,272-34.2% | $5,540-25.5% | $6,507-36.6% |
| Admin fee / account holder | $145 | $16,786-99.1% | $14,329-99.0% | $12,624-98.9% |