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 | $62,914 | $153,772-59.1% | $133,980-53.0% | $273,961-77.0% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.1%+1.8pp | 83.0%+5.9pp |
| Annual return | 10.97% | 36.51%-25.5pp | 29.30%-18.3pp | 41.45%-30.5pp |
| Employer contribution / active EE | $1,181 | $6,029-80.4% | $5,211-77.3% | $4,869-75.7% |
| Participant deferral / active EE | $4,740 | $6,958-31.9% | $6,282-24.6% | $5,287-10.4% |
| Admin fee / account holder | $249 | $11,765-97.9% | $9,324-97.3% | $10,132-97.5% |