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 | $60,643 | $65,685-7.7% | $57,179+6.1% | $273,961-77.9% |
| Participation rate | 83.3% | 78.3%+5.0pp | 75.3%+8.0pp | 83.0%+0.3pp |
| Annual return | 6.55% | 21.99%-15.4pp | 14.59%-8.0pp | 41.45%-34.9pp |
| Employer contribution / active EE | $38 | $3,279-98.9% | $2,682-98.6% | $4,869-99.2% |
| Participant deferral / active EE | $3,028 | $3,782-19.9% | $3,096-2.2% | $5,287-42.7% |
| Admin fee / account holder | $34 | $4,835-99.3% | $3,139-98.9% | $10,132-99.7% |