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 | $49,892 | $201,259-75.2% | $184,200-72.9% | $145,959-65.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 41.09% | 28.98%+12.1pp | 28.80%+12.3pp | 561.95%-520.9pp |
| Employer contribution / active EE | $1,426 | $7,018-79.7% | $6,424-77.8% | $4,661-69.4% |
| Participant deferral / active EE | $17,647 | $9,806+80.0% | $9,132+93.2% | $6,689+163.8% |
| Admin fee / account holder | $145 | $16,372-99.1% | $13,907-99.0% | $13,398-98.9% |