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 | $66,531 | $153,772-56.7% | $133,980-50.3% | $273,961-75.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.45% | 36.51%-28.1pp | 29.30%-20.8pp | 41.45%-33.0pp |
| Employer contribution / active EE | $1,158 | $6,029-80.8% | $5,211-77.8% | $4,869-76.2% |
| Participant deferral / active EE | $7,882 | $6,958+13.3% | $6,282+25.5% | $5,287+49.1% |
| Admin fee / account holder | $95 | $11,765-99.2% | $9,324-99.0% | $10,132-99.1% |