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 | $111,906 | $153,772-27.2% | $133,980-16.5% | $273,961-59.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.55% | 36.51%-26.0pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $1,222 | $6,029-79.7% | $5,211-76.6% | $4,869-74.9% |
| Participant deferral / active EE | $8,790 | $6,958+26.3% | $6,282+39.9% | $5,287+66.3% |
| Admin fee / account holder | $25 | $11,765-99.8% | $9,324-99.7% | $10,132-99.8% |