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 | $173,033 | $131,829+31.3% | $108,579+59.4% | $273,961-36.8% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.6%+3.8pp | 83.0%+0.3pp |
| Annual return | 5.69% | -91.57%+97.3pp | -51.70%+57.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $0 | $4,912-100.0% | $3,758-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,564 | $5,127-69.5% | $4,311-63.7% | $5,287-70.4% |
| Admin fee / account holder | $250 | $10,252-97.6% | $7,645-96.7% | $10,132-97.5% |