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 | $94,520 | $171,865-45.0% | $149,718-36.9% | $147,584-36.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.10% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $1,046 | $6,275-83.3% | $5,445-80.8% | $4,876-78.6% |
| Participant deferral / active EE | $16,000 | $7,271+120.1% | $6,569+143.6% | $5,439+194.2% |
| Admin fee / account holder | $0 | $13,799-100.0% | $11,283-100.0% | $10,885-100.0% |