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 | $49,582 | $135,952-63.5% | $123,892-60.0% | $273,961-81.9% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 7.78% | 56.63%-48.9pp | 47.52%-39.7pp | 41.45%-33.7pp |
| Employer contribution / active EE | $389 | $5,170-92.5% | $4,617-91.6% | $4,869-92.0% |
| Participant deferral / active EE | $2,007 | $6,343-68.4% | $5,984-66.5% | $5,287-62.0% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |