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 | $42,671 | $149,734-71.5% | $118,925-64.1% | $158,922-73.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 17.56% | 19.95%-2.4pp | 35.88%-18.3pp | 302.83%-285.3pp |
| Employer contribution / active EE | -$183 | $4,115-104.4% | $3,263-105.6% | $4,761-103.8% |
| Participant deferral / active EE | $5,368 | $5,223+2.8% | $4,265+25.9% | $5,982-10.3% |
| Admin fee / account holder | $280 | $8,603-96.8% | $6,581-95.8% | $11,246-97.5% |