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 | $38,170 | $153,772-75.2% | $133,980-71.5% | $273,961-86.1% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 6.49% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-35.0pp |
| Employer contribution / active EE | $1,061 | $6,029-82.4% | $5,211-79.6% | $4,869-78.2% |
| Participant deferral / active EE | $3,961 | $6,958-43.1% | $6,282-36.9% | $5,287-25.1% |
| Admin fee / account holder | $13 | $11,765-99.9% | $9,324-99.9% | $10,132-99.9% |