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 | $130,701 | $209,832-37.7% | $189,513-31.0% | $167,490-22.0% |
| Participation rate | 87.5% | 88.7%-1.2pp | 87.8%-0.3pp | 82.1%+5.4pp |
| Annual return | 19.24% | 748.27%-729.0pp | 555.15%-535.9pp | 478.56%-459.3pp |
| Employer contribution / active EE | $1,113 | $6,914-83.9% | $6,162-81.9% | $4,837-77.0% |
| Participant deferral / active EE | $6,258 | $8,935-30.0% | $8,221-23.9% | $6,341-1.3% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |