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 | $55,135 | $100,754-45.3% | $86,677-36.4% | $134,475-59.0% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.70% | 29.04%-47.7pp | 35.91%-54.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,805 | $5,338-47.5% | $4,656-39.8% | $6,400-56.2% |
| Admin fee / account holder | $16 | $10,926-99.8% | $7,493-99.8% | $11,426-99.9% |