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 | $244,109 | $135,952+79.6% | $123,892+97.0% | $273,961-10.9% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 8.05% | 56.63%-48.6pp | 47.52%-39.5pp | 41.45%-33.4pp |
| Employer contribution / active EE | $511 | $5,170-90.1% | $4,617-88.9% | $4,869-89.5% |
| Participant deferral / active EE | $16,836 | $6,343+165.4% | $5,984+181.3% | $5,287+218.4% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |