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 | $85,296 | $99,341-14.1% | $84,750+0.6% | $273,961-68.9% |
| Participation rate | 70.6% | 80.7%-10.1pp | 76.6%-6.0pp | 83.0%-12.4pp |
| Annual return | 6.69% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.8pp |
| Employer contribution / active EE | $449 | $4,214-89.3% | $3,574-87.4% | $4,869-90.8% |
| Participant deferral / active EE | $3,788 | $4,269-11.3% | $3,712+2.0% | $5,287-28.4% |
| Admin fee / account holder | $13 | $6,644-99.8% | $5,332-99.8% | $10,132-99.9% |