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 | $22,680 | $177,572-87.2% | $154,803-85.3% | $142,382-84.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.69% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $672 | $4,810-86.0% | $4,305-84.4% | $4,299-84.4% |
| Participant deferral / active EE | $2,734 | $6,272-56.4% | $5,540-50.7% | $6,507-58.0% |
| Admin fee / account holder | $233 | $16,786-98.6% | $14,329-98.4% | $12,624-98.2% |