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 | $78,201 | $153,772-49.1% | $133,980-41.6% | $273,961-71.5% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 10.87% | 36.51%-25.6pp | 29.30%-18.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $706 | $6,029-88.3% | $5,211-86.5% | $4,869-85.5% |
| Participant deferral / active EE | $5,506 | $6,958-20.9% | $6,282-12.4% | $5,287+4.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |