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 8-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 | $91,586 | $79,944+14.6% | $98,439-7.0% | $75,163+21.8% |
| Participation rate | 98.0% | 70.4%+27.6pp | 75.2%+22.8pp | 67.2%+30.8pp |
| Annual return | 23.08% | 19.75%+3.3pp | 21.16%+1.9pp | 160.62%-137.5pp |
| Employer contribution / active EE | $513 | $2,264-77.3% | $3,048-83.2% | $2,670-80.8% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,125-100.0% |
| Admin fee / account holder | $235 | $6,840-96.6% | $8,948-97.4% | $5,651-95.8% |