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 | $27,660 | $117,859-76.5% | $102,438-73.0% | $145,959-81.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 11.88% | 31.72%-19.8pp | 29.37%-17.5pp | 561.95%-550.1pp |
| Employer contribution / active EE | $618 | $3,615-82.9% | $3,024-79.6% | $4,661-86.7% |
| Participant deferral / active EE | $6,581 | $5,732+14.8% | $5,054+30.2% | $6,689-1.6% |
| Admin fee / account holder | $12 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |