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 | $27,695 | $95,266-70.9% | $82,389-66.4% | $142,382-80.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.94% | 25.74%-5.8pp | 28.67%-8.7pp | 217.08%-197.1pp |
| Employer contribution / active EE | $142 | $2,991-95.3% | $2,517-94.4% | $4,299-96.7% |
| Participant deferral / active EE | $1,064 | $4,809-77.9% | $4,155-74.4% | $6,507-83.7% |
| Admin fee / account holder | $0 | $8,563-100.0% | $7,231-100.0% | $12,624-100.0% |