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 | $36,371 | $152,587-76.2% | $125,175-70.9% | $152,861-76.2% |
| Participation rate | 73.3% | 83.3%-10.0pp | 79.8%-6.4pp | 82.4%-9.1pp |
| Annual return | 16.01% | 54.84%-38.8pp | 43.79%-27.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,839 | $5,868-68.7% | $4,937-62.7% | $5,850-68.6% |
| Admin fee / account holder | $190 | $13,434-98.6% | $9,702-98.0% | $11,596-98.4% |