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 | $170,352 | $124,281+37.1% | $109,143+56.1% | $167,490+1.7% |
| Participation rate | 71.4% | 79.4%-8.0pp | 75.9%-4.4pp | 82.1%-10.7pp |
| Annual return | 12.78% | 26.04%-13.3pp | 25.75%-13.0pp | 478.56%-465.8pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,185 | $5,255+17.7% | $4,653+32.9% | $6,341-2.5% |
| Admin fee / account holder | $38 | $7,970-99.5% | $6,752-99.4% | $12,309-99.7% |