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 | $93,839 | $135,635-30.8% | $110,238-14.9% | $135,375-30.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -8.38% | 513.19%-521.6pp | 314.74%-323.1pp | 519.73%-528.1pp |
| Employer contribution / active EE | $184 | $4,906-96.2% | $3,826-95.2% | $4,779-96.1% |
| Participant deferral / active EE | $5,648 | $5,506+2.6% | $4,672+20.9% | $5,609+0.7% |
| Admin fee / account holder | $2 | $11,457-100.0% | $8,547-100.0% | $10,827-100.0% |