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 | $41,325 | $105,998-61.0% | $92,233-55.2% | $147,584-72.0% |
| Participation rate | 88.9% | 80.4%+8.5pp | 76.5%+12.4pp | 82.8%+6.1pp |
| Annual return | 20.69% | 50.05%-29.4pp | 176.28%-155.6pp | 578.55%-557.9pp |
| Employer contribution / active EE | $556 | $4,333-87.2% | $3,679-84.9% | $4,876-88.6% |
| Participant deferral / active EE | $2,224 | $4,478-50.3% | $3,897-42.9% | $5,439-59.1% |
| Admin fee / account holder | $140 | $6,332-97.8% | $5,194-97.3% | $10,885-98.7% |