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 | $66,948 | $153,772-56.5% | $133,980-50.0% | $273,961-75.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 6.88% | 36.51%-29.6pp | 29.30%-22.4pp | 41.45%-34.6pp |
| Employer contribution / active EE | $640 | $6,029-89.4% | $5,211-87.7% | $4,869-86.9% |
| Participant deferral / active EE | $5,306 | $6,958-23.8% | $6,282-15.5% | $5,287+0.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |