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 | $22,516 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 30.13% | 74.59%-44.5pp | 66.58%-36.5pp | 220.34%-190.2pp |
| Employer contribution / active EE | $0 | $4,804-100.0% | $4,554-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $9,940 | $8,216+21.0% | $7,897+25.9% | $6,407+55.1% |
| Admin fee / account holder | $44 | $14,344-99.7% | $13,129-99.7% | $12,270-99.6% |