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 | $96,753 | $153,772-37.1% | $133,980-27.8% | $273,961-64.7% |
| Participation rate | 72.7% | 88.4%-15.6pp | 87.1%-14.3pp | 83.0%-10.3pp |
| Annual return | 5.66% | 36.51%-30.9pp | 29.30%-23.6pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $6,029-100.0% | $5,211-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,530 | $6,958-49.3% | $6,282-43.8% | $5,287-33.2% |
| Admin fee / account holder | $249 | $11,765-97.9% | $9,324-97.3% | $10,132-97.5% |