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 | $39,339 | $88,370-55.5% | $112,977-65.2% | $79,858-50.7% |
| Participation rate | 72.1% | 76.8%-4.7pp | 82.6%-10.5pp | 69.6%+2.5pp |
| Annual return | 12.23% | 23.16%-10.9pp | 24.24%-12.0pp | 31.71%-19.5pp |
| Employer contribution / active EE | $607 | $3,398-82.1% | $4,255-85.7% | $2,471-75.4% |
| Participant deferral / active EE | $1,735 | $4,536-61.7% | $5,836-70.3% | $3,740-53.6% |
| Admin fee / account holder | $5 | $5,750-99.9% | $6,294-99.9% | $5,306-99.9% |