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 | $88,826 | $197,591-55.0% | $177,821-50.0% | $158,922-44.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 9.41% | 58.76%-49.3pp | 48.32%-38.9pp | 302.83%-293.4pp |
| Employer contribution / active EE | $1,019 | $6,697-84.8% | $5,918-82.8% | $4,761-78.6% |
| Participant deferral / active EE | $4,831 | $8,405-42.5% | $7,714-37.4% | $5,982-19.3% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |