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 9-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 | $44,358 | $71,883-38.3% | $86,677-48.8% | $68,494-35.2% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.4pp | 67.9%+30.1pp |
| Annual return | 35.80% | 3.52%+32.3pp | 35.91%-0.1pp | -7.84%+43.6pp |
| Employer contribution / active EE | $116 | $2,173-94.7% | $2,836-95.9% | $2,596-95.5% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $237 | $6,112-96.1% | $7,493-96.8% | $5,403-95.6% |