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 | $17,140 | $154,228-88.9% | $145,433-88.2% | $137,256-87.5% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 80.0%+15.0pp |
| Annual return | 154.73% | 74.59%+80.1pp | 66.58%+88.2pp | 220.34%-65.6pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,275 | $8,216-35.8% | $7,897-33.2% | $6,407-17.7% |
| Admin fee / account holder | $209 | $14,344-98.5% | $13,129-98.4% | $12,270-98.3% |