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 | $63,640 | $105,998-40.0% | $92,233-31.0% | $147,584-56.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 18.78% | 50.05%-31.3pp | 176.28%-157.5pp | 578.55%-559.8pp |
| Employer contribution / active EE | $484 | $4,333-88.8% | $3,679-86.9% | $4,876-90.1% |
| Participant deferral / active EE | $3,525 | $4,478-21.3% | $3,897-9.5% | $5,439-35.2% |
| Admin fee / account holder | $0 | $6,332-100.0% | $5,194-100.0% | $10,885-100.0% |