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 | $93,529 | $105,630-11.5% | $87,507+6.9% | $273,961-65.9% |
| Participation rate | 71.4% | 78.2%-6.8pp | 73.8%-2.4pp | 83.0%-11.6pp |
| Annual return | 4.68% | 12.25%-7.6pp | 12.21%-7.5pp | 41.45%-36.8pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,550-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,611 | $3,601-55.3% | $3,149-48.8% | $5,287-69.5% |
| Admin fee / account holder | $0 | $4,781-100.0% | $4,221-100.0% | $10,132-100.0% |