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 | $13,772 | $93,071-85.2% | $74,583-81.5% | $273,961-95.0% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 25.75% | 26.18%-0.4pp | 20.47%+5.3pp | 41.45%-15.7pp |
| Employer contribution / active EE | $0 | $3,160-100.0% | $2,525-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $10,119 | $4,160+143.3% | $3,458+192.6% | $5,287+91.4% |
| Admin fee / account holder | $197 | $5,272-96.3% | $4,138-95.2% | $10,132-98.1% |