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 | $16,237 | $177,572-90.9% | $154,803-89.5% | $142,382-88.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 24.79% | 65.07%-40.3pp | 58.88%-34.1pp | 217.08%-192.3pp |
| Employer contribution / active EE | $553 | $4,810-88.5% | $4,305-87.2% | $4,299-87.1% |
| Participant deferral / active EE | $3,664 | $6,272-41.6% | $5,540-33.9% | $6,507-43.7% |
| Admin fee / account holder | $35 | $16,786-99.8% | $14,329-99.8% | $12,624-99.7% |