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 | $20,654 | $163,101-87.3% | $136,749-84.9% | $142,382-85.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 17.93% | 27.54%-9.6pp | 24.33%-6.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $620 | $4,117-84.9% | $3,400-81.8% | $4,299-85.6% |
| Participant deferral / active EE | $1,514 | $5,585-72.9% | $4,692-67.7% | $6,507-76.7% |
| Admin fee / account holder | $212 | $14,318-98.5% | $11,386-98.1% | $12,624-98.3% |