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 | $19,444 | $159,602-87.8% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.77% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.3pp |
| Employer contribution / active EE | $526 | $4,961-89.4% | $4,693-88.8% | $4,299-87.8% |
| Participant deferral / active EE | $3,784 | $8,310-54.5% | $7,997-52.7% | $6,507-41.8% |
| Admin fee / account holder | $39 | $14,846-99.7% | $13,435-99.7% | $12,624-99.7% |