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 | $12,480 | $51,638-75.8% | $68,368-81.7% | $82,448-84.9% |
| Participation rate | 93.3% | 63.6%+29.7pp | 73.8%+19.6pp | 68.1%+25.3pp |
| Annual return | 20.99% | 37.53%-16.5pp | 292.57%-271.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,984 | $2,914+36.7% | $4,123-3.4% | $4,139-3.8% |
| Admin fee / account holder | $106 | $4,643-97.7% | $5,150-97.9% | $7,234-98.5% |