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 | $23,531 | $106,584-77.9% | $101,326-76.8% | $142,382-83.5% |
| Participation rate | 84.6% | 82.7%+1.9pp | 81.5%+3.1pp | 80.1%+4.5pp |
| Annual return | 36.34% | 36.93%-0.6pp | 36.82%-0.5pp | 217.08%-180.7pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $11,358 | $8,297+36.9% | $7,994+42.1% | $6,507+74.5% |
| Admin fee / account holder | $32 | $11,446-99.7% | $11,185-99.7% | $12,624-99.7% |