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 | $47,146 | $177,572-73.4% | $154,803-69.5% | $142,382-66.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.99% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $656 | $4,810-86.4% | $4,305-84.8% | $4,299-84.7% |
| Participant deferral / active EE | $20,929 | $6,272+233.7% | $5,540+277.7% | $6,507+221.6% |
| Admin fee / account holder | $218 | $16,786-98.7% | $14,329-98.5% | $12,624-98.3% |