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 | $132,202 | $153,772-14.0% | $133,980-1.3% | $273,961-51.7% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.30%-29.3pp | 41.45%-41.5pp |
| Employer contribution / active EE | $1,185 | $6,029-80.3% | $5,211-77.3% | $4,869-75.7% |
| Participant deferral / active EE | $7,407 | $6,958+6.4% | $6,282+17.9% | $5,287+40.1% |
| Admin fee / account holder | $55 | $11,765-99.5% | $9,324-99.4% | $10,132-99.5% |