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 | $51,468 | $149,679-65.6% | $117,039-56.0% | $147,584-65.1% |
| Participation rate | 83.3% | 83.5%-0.2pp | 77.2%+6.1pp | 82.8%+0.5pp |
| Annual return | 11.65% | 19.31%-7.7pp | 18.95%-7.3pp | 578.55%-566.9pp |
| Employer contribution / active EE | $250 | $4,937-94.9% | $3,785-93.4% | $4,876-94.9% |
| Participant deferral / active EE | $2,733 | $4,912-44.4% | $3,929-30.5% | $5,439-49.8% |
| Admin fee / account holder | $148 | $7,856-98.1% | $5,974-97.5% | $10,885-98.6% |