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 | $177,572-73.7% | $154,803-69.8% | $142,382-67.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 33.47% | 65.07%-31.6pp | 58.88%-25.4pp | 217.08%-183.6pp |
| Employer contribution / active EE | $659 | $4,810-86.3% | $4,305-84.7% | $4,299-84.7% |
| Participant deferral / active EE | $7,492 | $6,272+19.5% | $5,540+35.2% | $6,507+15.1% |
| Admin fee / account holder | $246 | $16,786-98.5% | $14,329-98.3% | $12,624-98.1% |