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 | $137,296 | $88,707+54.8% | $74,183+85.1% | $273,961-49.9% |
| Participation rate | 93.3% | 79.4%+13.9pp | 76.6%+16.7pp | 83.0%+10.3pp |
| Annual return | 6.04% | 11.94%-5.9pp | 17.74%-11.7pp | 41.45%-35.4pp |
| Employer contribution / active EE | $0 | $3,159-100.0% | $2,370-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,111 | $4,212-26.1% | $3,550-12.4% | $5,287-41.2% |
| Admin fee / account holder | $90 | $8,717-99.0% | $5,586-98.4% | $10,132-99.1% |