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 | $113,312 | $58,577+93.4% | $83,333+36.0% | $64,186+76.5% |
| Participation rate | 80.0% | 72.0%+8.0pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -5.86% | 9.65%-15.5pp | 10.63%-16.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $253 | $2,098-87.9% | $3,379-92.5% | $2,381-89.4% |
| Participant deferral / active EE | $5,968 | $4,654+28.2% | $5,565+7.3% | $3,470+72.0% |
| Admin fee / account holder | $272 | $9,275-97.1% | $7,510-96.4% | $4,888-94.4% |