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 | $186,903 | $123,793+51.0% | $177,821+5.1% | $79,858+134.0% |
| Participation rate | 83.9% | 84.7%-0.8pp | 87.7%-3.9pp | 69.6%+14.2pp |
| Annual return | 17.35% | 22.82%-5.5pp | 48.32%-31.0pp | 31.71%-14.4pp |
| Employer contribution / active EE | $763 | $4,095-81.4% | $5,918-87.1% | $2,471-69.1% |
| Participant deferral / active EE | $5,086 | $5,956-14.6% | $7,714-34.1% | $3,740+36.0% |
| Admin fee / account holder | $125 | $7,243-98.3% | $12,427-99.0% | $5,306-97.6% |