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 | $57,480 | $113,935-49.6% | $94,224-39.0% | $125,391-54.2% |
| Participation rate | 95.2% | 82.9%+12.3pp | 78.8%+16.5pp | 83.2%+12.0pp |
| Annual return | 0.35% | 5.29%-4.9pp | 10.68%-10.3pp | 282.22%-281.9pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,227 | $5,179-37.7% | $4,320-25.3% | $5,352-39.7% |
| Admin fee / account holder | $100 | $8,391-98.8% | $6,269-98.4% | $9,540-99.0% |