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 | $31,836 | $159,602-80.1% | $150,045-78.8% | $142,382-77.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 144.77% | 70.24%+74.5pp | 62.55%+82.2pp | 217.08%-72.3pp |
| Employer contribution / active EE | $526 | $4,961-89.4% | $4,693-88.8% | $4,299-87.8% |
| Participant deferral / active EE | $5,350 | $8,310-35.6% | $7,997-33.1% | $6,507-17.8% |
| Admin fee / account holder | $50 | $14,846-99.7% | $13,435-99.6% | $12,624-99.6% |