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 | $13,349 | $189,613-93.0% | $167,512-92.0% | $142,382-90.6% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.94% | 2024.68%-2010.7pp | 1615.79%-1601.9pp | 217.08%-203.1pp |
| Employer contribution / active EE | $0 | $4,349-100.0% | $3,882-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,385 | $6,981-80.2% | $6,405-78.4% | $6,507-78.7% |
| Admin fee / account holder | $244 | $10,528-97.7% | $9,769-97.5% | $12,624-98.1% |