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 | $82,974 | $124,425-33.3% | $112,040-25.9% | $137,256-39.5% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 15.06% | 24.72%-9.7pp | 24.52%-9.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $397 | $3,411-88.4% | $2,954-86.6% | $4,156-90.5% |
| Participant deferral / active EE | $4,273 | $5,718-25.3% | $5,098-16.2% | $6,407-33.3% |
| Admin fee / account holder | $5 | $15,207-100.0% | $12,098-100.0% | $12,270-100.0% |