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 | $58,380 | $136,307-57.2% | $106,619-45.2% | $273,961-78.7% |
| Participation rate | 72.7% | 84.8%-12.0pp | 78.0%-5.3pp | 83.0%-10.3pp |
| Annual return | 4.84% | 11.05%-6.2pp | 9.42%-4.6pp | 41.45%-36.6pp |
| Employer contribution / active EE | $508 | $5,190-90.2% | $3,947-87.1% | $4,869-89.6% |
| Participant deferral / active EE | $2,031 | $4,969-59.1% | $3,930-48.3% | $5,287-61.6% |
| Admin fee / account holder | $29 | $8,625-99.7% | $6,418-99.5% | $10,132-99.7% |