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 | $28,454 | $88,707-67.9% | $74,183-61.6% | $273,961-89.6% |
| Participation rate | 71.4% | 79.4%-8.0pp | 76.6%-5.2pp | 83.0%-11.6pp |
| Annual return | 7.41% | 11.94%-4.5pp | 17.74%-10.3pp | 41.45%-34.0pp |
| Employer contribution / active EE | $354 | $3,159-88.8% | $2,370-85.1% | $4,869-92.7% |
| Participant deferral / active EE | $2,539 | $4,212-39.7% | $3,550-28.5% | $5,287-52.0% |
| Admin fee / account holder | $15 | $8,717-99.8% | $5,586-99.7% | $10,132-99.9% |