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 | $13,576 | $172,111-92.1% | $150,298-91.0% | $137,256-90.1% |
| Participation rate | 84.6% | 81.7%+2.9pp | 77.8%+6.9pp | 80.0%+4.7pp |
| Annual return | 21.30% | 69.37%-48.1pp | 62.79%-41.5pp | 220.34%-199.0pp |
| Employer contribution / active EE | $770 | $4,636-83.4% | $4,154-81.5% | $4,156-81.5% |
| Participant deferral / active EE | $1,985 | $6,166-67.8% | $5,453-63.6% | $6,407-69.0% |
| Admin fee / account holder | $94 | $16,471-99.4% | $14,116-99.3% | $12,270-99.2% |