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 | $56,326 | $124,185-54.6% | $108,410-48.0% | $167,490-66.4% |
| Participation rate | 78.6% | 82.3%-3.7pp | 80.1%-1.6pp | 82.1%-3.5pp |
| Annual return | 12.55% | 1379.64%-1367.1pp | 905.27%-892.7pp | 478.56%-466.0pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $6,189 | $6,908-10.4% | $6,563-5.7% | $6,341-2.4% |
| Admin fee / account holder | $298 | $9,455-96.9% | $7,295-95.9% | $12,309-97.6% |