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 | $19,760 | $111,754-82.3% | $103,333-80.9% | $145,922-86.5% |
| Participation rate | 83.3% | 77.9%+5.4pp | 74.5%+8.8pp | 80.3%+3.1pp |
| Annual return | 21.41% | 24.77%-3.4pp | 24.88%-3.5pp | 561.29%-539.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $4,734 | $5,619-15.7% | $5,057-6.4% | $6,688-29.2% |
| Admin fee / account holder | $6 | $9,750-99.9% | $8,355-99.9% | $13,397-100.0% |