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 4-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 | $24,283 | $183,519-86.8% | $155,509-84.4% | $145,922-83.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.57% | 61.17%-50.6pp | 64.67%-54.1pp | 561.29%-550.7pp |
| Employer contribution / active EE | $612 | $5,313-88.5% | $4,672-86.9% | $4,660-86.9% |
| Participant deferral / active EE | $2,435 | $6,462-62.3% | $5,626-56.7% | $6,688-63.6% |
| Admin fee / account holder | $108 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |