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 | $48,890 | $135,952-64.0% | $123,892-60.5% | $273,961-82.2% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 7.36% | 56.63%-49.3pp | 47.52%-40.2pp | 41.45%-34.1pp |
| Employer contribution / active EE | $570 | $5,170-89.0% | $4,617-87.7% | $4,869-88.3% |
| Participant deferral / active EE | $3,794 | $6,343-40.2% | $5,984-36.6% | $5,287-28.2% |
| Admin fee / account holder | $229 | $9,817-97.7% | $8,357-97.3% | $10,132-97.7% |