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 | $31,749 | $102,828-69.1% | $105,387-69.9% | $152,861-79.2% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.6%-4.0pp | 82.4%-3.9pp |
| Annual return | 22.51% | 20.85%+1.7pp | 26.82%-4.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $0 | $4,473-100.0% | $4,213-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,396 | $5,465-56.1% | $5,502-56.4% | $5,850-59.0% |
| Admin fee / account holder | $254 | $8,683-97.1% | $6,559-96.1% | $11,596-97.8% |