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 | $133,371 | $78,422+70.1% | $95,952+39.0% | $79,858+67.0% |
| Participation rate | 74.3% | 73.5%+0.8pp | 77.1%-2.8pp | 69.6%+4.7pp |
| Annual return | 28.31% | 19.37%+8.9pp | 91.61%-63.3pp | 31.71%-3.4pp |
| Employer contribution / active EE | $453 | $1,945-76.7% | $2,541-82.2% | $2,471-81.7% |
| Participant deferral / active EE | $2,648 | $3,440-23.0% | $4,167-36.5% | $3,740-29.2% |
| Admin fee / account holder | $71 | $5,622-98.7% | $6,795-99.0% | $5,306-98.7% |