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 | $96,322 | $81,632+18.0% | $70,449+36.7% | $158,922-39.4% |
| Participation rate | 93.8% | 77.7%+16.0pp | 75.1%+18.7pp | 82.0%+11.8pp |
| Annual return | 7.10% | 208.40%-201.3pp | 109.03%-101.9pp | 302.83%-295.7pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $2,737-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,301 | $4,554-71.4% | $3,709-64.9% | $5,982-78.3% |
| Admin fee / account holder | $2 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |