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 | $35,179 | $179,726-80.4% | $156,263-77.5% | $142,382-75.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 21.01% | 77.86%-56.8pp | 59.47%-38.5pp | 217.08%-196.1pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,263 | $6,956+33.2% | $6,158+50.4% | $6,507+42.3% |
| Admin fee / account holder | $243 | $17,272-98.6% | $14,255-98.3% | $12,624-98.1% |