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 | $16,308 | $90,600-82.0% | $79,464-79.5% | $135,375-88.0% |
| Participation rate | 91.7% | 76.0%+15.6pp | 73.3%+18.3pp | 82.6%+9.0pp |
| Annual return | 3.99% | 977.43%-973.4pp | 718.14%-714.1pp | 519.73%-515.7pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,047 | $4,050-74.2% | $3,704-71.7% | $5,609-81.3% |
| Admin fee / account holder | $78 | $5,907-98.7% | $5,113-98.5% | $10,827-99.3% |