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 | $81,523 | $78,705+3.6% | $117,854-30.8% | $70,131+16.2% |
| Participation rate | 85.4% | 73.2%+12.2pp | 79.7%+5.7pp | 69.5%+15.8pp |
| Annual return | 17.75% | 23.30%-5.5pp | 335.08%-317.3pp | 73.14%-55.4pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,906 | $3,297-42.2% | $4,482-57.5% | $3,332-42.8% |
| Admin fee / account holder | $184 | $5,065-96.4% | $8,020-97.7% | $4,645-96.0% |