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 | $206,587 | $167,484+23.3% | $151,611+36.3% | $134,475+53.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 0.00% | 7.80%-7.8pp | 3.33%-3.3pp | 417.96%-418.0pp |
| Employer contribution / active EE | $1,069 | $6,829-84.4% | $6,166-82.7% | $4,740-77.5% |
| Participant deferral / active EE | $3,957 | $8,986-56.0% | $8,363-52.7% | $6,400-38.2% |
| Admin fee / account holder | $148 | $13,783-98.9% | $11,616-98.7% | $11,426-98.7% |