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 | $69,776 | $217,402-67.9% | $185,823-62.4% | $167,490-58.3% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.70% | 148.36%-131.7pp | 122.05%-105.3pp | 478.56%-461.9pp |
| Employer contribution / active EE | $0 | $5,873-100.0% | $5,167-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $4,853 | $6,356-23.6% | $5,568-12.8% | $6,341-23.5% |
| Admin fee / account holder | $11 | $19,811-99.9% | $16,237-99.9% | $12,309-99.9% |