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 | $115,624 | $197,591-41.5% | $177,821-35.0% | $158,922-27.2% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 17.21% | 58.76%-41.5pp | 48.32%-31.1pp | 302.83%-285.6pp |
| Employer contribution / active EE | $1,177 | $6,697-82.4% | $5,918-80.1% | $4,761-75.3% |
| Participant deferral / active EE | $5,871 | $8,405-30.2% | $7,714-23.9% | $5,982-1.9% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |