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 | $43,455 | $181,894-76.1% | $156,549-72.2% | $273,961-84.1% |
| Participation rate | 83.3% | 88.4%-5.1pp | 84.0%-0.7pp | 83.0%+0.3pp |
| Annual return | 7.64% | 30.74%-23.1pp | 32.23%-24.6pp | 41.45%-33.8pp |
| Employer contribution / active EE | $1,020 | $6,248-83.7% | $5,501-81.5% | $4,869-79.0% |
| Participant deferral / active EE | $3,862 | $5,550-30.4% | $4,871-20.7% | $5,287-27.0% |
| Admin fee / account holder | $190 | $15,559-98.8% | $13,027-98.5% | $10,132-98.1% |