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 | $62,408 | $99,341-37.2% | $84,750-26.4% | $273,961-77.2% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 14.59% | 22.93%-8.3pp | 22.78%-8.2pp | 41.45%-26.9pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,267 | $4,269-23.5% | $3,712-12.0% | $5,287-38.2% |
| Admin fee / account holder | $67 | $6,644-99.0% | $5,332-98.7% | $10,132-99.3% |