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 | $37,386 | $176,377-78.8% | $134,143-72.1% | $158,922-76.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 7.37% | 63.63%-56.3pp | 36.33%-29.0pp | 302.83%-295.5pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,260 | $4,091-69.2% | $3,499-64.0% | $5,982-78.9% |
| Admin fee / account holder | $10 | $8,718-99.9% | $6,684-99.9% | $11,246-99.9% |