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 10-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 | $83,619 | $181,894-54.0% | $156,549-46.6% | $273,961-69.5% |
| Participation rate | 73.3% | 88.4%-15.1pp | 84.0%-10.7pp | 83.0%-9.7pp |
| Annual return | 4.80% | 30.74%-25.9pp | 32.23%-27.4pp | 41.45%-36.7pp |
| Employer contribution / active EE | $991 | $6,248-84.1% | $5,501-82.0% | $4,869-79.7% |
| Participant deferral / active EE | $5,990 | $5,550+7.9% | $4,871+23.0% | $5,287+13.3% |
| Admin fee / account holder | $68 | $15,559-99.6% | $13,027-99.5% | $10,132-99.3% |