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 | $46,787 | $172,111-72.8% | $150,298-68.9% | $137,256-65.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 33.47% | 69.37%-35.9pp | 62.79%-29.3pp | 220.34%-186.9pp |
| Employer contribution / active EE | $659 | $4,636-85.8% | $4,154-84.1% | $4,156-84.1% |
| Participant deferral / active EE | $7,492 | $6,166+21.5% | $5,453+37.4% | $6,407+16.9% |
| Admin fee / account holder | $246 | $16,471-98.5% | $14,116-98.3% | $12,270-98.0% |