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 | $44,396 | $148,534-70.1% | $135,903-67.3% | $139,434-68.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 24.32% | 79.19%-54.9pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $141 | $5,243-97.3% | $4,856-97.1% | $4,751-97.0% |
| Participant deferral / active EE | $4,160 | $8,100-48.6% | $7,758-46.4% | $6,710-38.0% |
| Admin fee / account holder | $254 | $12,400-97.9% | $10,762-97.6% | $11,403-97.8% |