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 | $27,114 | $209,336-87.0% | $197,124-86.2% | $137,256-80.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 18.68% | 48.09%-29.4pp | 44.34%-25.7pp | 220.34%-201.7pp |
| Employer contribution / active EE | $1,072 | $6,591-83.7% | $6,227-82.8% | $4,156-74.2% |
| Participant deferral / active EE | $4,935 | $9,614-48.7% | $9,135-46.0% | $6,407-23.0% |
| Admin fee / account holder | $63 | $17,308-99.6% | $16,298-99.6% | $12,270-99.5% |