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 | $23,490 | $57,541-59.2% | $95,745-75.5% | $75,163-68.7% |
| Participation rate | 95.7% | 62.5%+33.2pp | 72.3%+23.5pp | 67.2%+28.6pp |
| Annual return | 38.62% | 34.93%+3.7pp | 28.35%+10.3pp | 160.62%-122.0pp |
| Employer contribution / active EE | $0 | $1,808-100.0% | $2,835-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $13,019 | $3,074+323.5% | $4,245+206.7% | $4,125+215.6% |
| Admin fee / account holder | $200 | $4,099-95.1% | $5,678-96.5% | $5,651-96.5% |