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 | $82,680 | $123,793-33.2% | $177,821-53.5% | $79,858+3.5% |
| Participation rate | 76.6% | 84.7%-8.1pp | 87.7%-11.2pp | 69.6%+6.9pp |
| Annual return | 16.10% | 22.82%-6.7pp | 48.32%-32.2pp | 31.71%-15.6pp |
| Employer contribution / active EE | $1,121 | $4,095-72.6% | $5,918-81.1% | $2,471-54.6% |
| Participant deferral / active EE | $3,823 | $5,956-35.8% | $7,714-50.4% | $3,740+2.2% |
| Admin fee / account holder | $119 | $7,243-98.4% | $12,427-99.0% | $5,306-97.8% |