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 | $26,513 | $65,685-59.6% | $57,179-53.6% | $273,961-90.3% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 15.24% | 21.99%-6.7pp | 14.59%+0.7pp | 41.45%-26.2pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $7,674 | $3,782+102.9% | $3,096+147.9% | $5,287+45.1% |
| Admin fee / account holder | $172 | $4,835-96.4% | $3,139-94.5% | $10,132-98.3% |