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 | $63,730 | $165,335-61.5% | $149,696-57.4% | $158,922-59.9% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.32% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $876 | $5,103-82.8% | $4,644-81.1% | $4,761-81.6% |
| Participant deferral / active EE | $7,876 | $7,181+9.7% | $6,842+15.1% | $5,982+31.7% |
| Admin fee / account holder | $78 | $10,807-99.3% | $9,309-99.2% | $11,246-99.3% |