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 | $170,855 | $153,772+11.1% | $133,980+27.5% | $273,961-37.6% |
| Participation rate | 78.6% | 88.4%-9.8pp | 87.1%-8.5pp | 83.0%-4.4pp |
| Annual return | 6.13% | 36.51%-30.4pp | 29.30%-23.2pp | 41.45%-35.3pp |
| Employer contribution / active EE | $679 | $6,029-88.7% | $5,211-87.0% | $4,869-86.1% |
| Participant deferral / active EE | $4,811 | $6,958-30.9% | $6,282-23.4% | $5,287-9.0% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |