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 | $45,947 | $153,772-70.1% | $133,980-65.7% | $273,961-83.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.1%-12.1pp | 83.0%-8.0pp |
| Annual return | 6.51% | 36.51%-30.0pp | 29.30%-22.8pp | 41.45%-34.9pp |
| Employer contribution / active EE | $1,083 | $6,029-82.0% | $5,211-79.2% | $4,869-77.8% |
| Participant deferral / active EE | $3,043 | $6,958-56.3% | $6,282-51.6% | $5,287-42.4% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |