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 | $13,346 | $111,814-88.1% | $103,374-87.1% | $145,959-90.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.51% | 24.77%-11.3pp | 24.89%-11.4pp | 561.95%-548.4pp |
| Employer contribution / active EE | $854 | $4,214-79.7% | $3,869-77.9% | $4,661-81.7% |
| Participant deferral / active EE | $3,515 | $5,618-37.4% | $5,058-30.5% | $6,689-47.4% |
| Admin fee / account holder | $75 | $9,754-99.2% | $8,394-99.1% | $13,398-99.4% |