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 | $32,680 | $153,772-78.7% | $133,980-75.6% | $273,961-88.1% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 4.72% | 36.51%-31.8pp | 29.30%-24.6pp | 41.45%-36.7pp |
| Employer contribution / active EE | $1,259 | $6,029-79.1% | $5,211-75.8% | $4,869-74.1% |
| Participant deferral / active EE | $4,184 | $6,958-39.9% | $6,282-33.4% | $5,287-20.9% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |