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 | $84,502 | $88,707-4.7% | $74,183+13.9% | $273,961-69.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.91% | 11.94%-2.0pp | 17.74%-7.8pp | 41.45%-31.5pp |
| Employer contribution / active EE | $428 | $3,159-86.5% | $2,370-81.9% | $4,869-91.2% |
| Participant deferral / active EE | $1,957 | $4,212-53.5% | $3,550-44.9% | $5,287-63.0% |
| Admin fee / account holder | $48 | $8,717-99.4% | $5,586-99.1% | $10,132-99.5% |