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 | $114,509 | $136,307-16.0% | $106,619+7.4% | $273,961-58.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 5.08% | 11.05%-6.0pp | 9.42%-4.3pp | 41.45%-36.4pp |
| Employer contribution / active EE | $0 | $5,190-100.0% | $3,947-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,200 | $4,969-55.7% | $3,930-44.0% | $5,287-58.4% |
| Admin fee / account holder | $169 | $8,625-98.0% | $6,418-97.4% | $10,132-98.3% |