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 | $73,262 | $98,750-25.8% | $149,696-51.1% | $79,858-8.3% |
| Participation rate | 73.3% | 75.8%-2.4pp | 82.5%-9.1pp | 69.6%+3.7pp |
| Annual return | 17.20% | 27.43%-10.2pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $267 | $3,216-91.7% | $4,644-94.3% | $2,471-89.2% |
| Participant deferral / active EE | $3,443 | $5,680-39.4% | $6,842-49.7% | $3,740-7.9% |
| Admin fee / account holder | $81 | $6,053-98.7% | $9,309-99.1% | $5,306-98.5% |