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 | $63,895 | $181,894-64.9% | $156,549-59.2% | $273,961-76.7% |
| Participation rate | 76.5% | 88.4%-11.9pp | 84.0%-7.5pp | 83.0%-6.5pp |
| Annual return | 6.50% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $57 | $6,248-99.1% | $5,501-99.0% | $4,869-98.8% |
| Participant deferral / active EE | $4,127 | $5,550-25.6% | $4,871-15.3% | $5,287-21.9% |
| Admin fee / account holder | $264 | $15,559-98.3% | $13,027-98.0% | $10,132-97.4% |