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 | $26,843 | $63,346-57.6% | $92,233-70.9% | $70,131-61.7% |
| Participation rate | 74.1% | 68.7%+5.4pp | 76.5%-2.4pp | 69.5%+4.5pp |
| Annual return | 16.18% | 530.12%-513.9pp | 176.28%-160.1pp | 73.14%-57.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,662 | $2,854-6.7% | $3,897-31.7% | $3,332-20.1% |
| Admin fee / account holder | $11 | $3,840-99.7% | $5,194-99.8% | $4,645-99.8% |