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 | $55,307 | $78,422-29.5% | $95,952-42.4% | $79,858-30.7% |
| Participation rate | 76.5% | 73.5%+3.0pp | 77.1%-0.6pp | 69.6%+6.8pp |
| Annual return | 18.52% | 19.37%-0.8pp | 91.61%-73.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,137 | $3,440-8.8% | $4,167-24.7% | $3,740-16.1% |
| Admin fee / account holder | $76 | $5,622-98.7% | $6,795-98.9% | $5,306-98.6% |