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 | $213,525 | $131,829+62.0% | $108,579+96.7% | $273,961-22.1% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 7.63% | -91.57%+99.2pp | -51.70%+59.3pp | 41.45%-33.8pp |
| Employer contribution / active EE | $724 | $4,912-85.3% | $3,758-80.7% | $4,869-85.1% |
| Participant deferral / active EE | $8,557 | $5,127+66.9% | $4,311+98.5% | $5,287+61.8% |
| Admin fee / account holder | $271 | $10,252-97.4% | $7,645-96.5% | $10,132-97.3% |