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 | $105,797 | $153,772-31.2% | $133,980-21.0% | $273,961-61.4% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 10.02% | 36.51%-26.5pp | 29.30%-19.3pp | 41.45%-31.4pp |
| Employer contribution / active EE | $990 | $6,029-83.6% | $5,211-81.0% | $4,869-79.7% |
| Participant deferral / active EE | $11,378 | $6,958+63.5% | $6,282+81.1% | $5,287+115.2% |
| Admin fee / account holder | $154 | $11,765-98.7% | $9,324-98.3% | $10,132-98.5% |