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 | $126,451 | $105,859+19.5% | $90,160+40.3% | $147,584-14.3% |
| Participation rate | 84.6% | 79.7%+4.9pp | 76.9%+7.7pp | 82.8%+1.8pp |
| Annual return | 14.55% | 37.63%-23.1pp | 34.88%-20.3pp | 578.55%-564.0pp |
| Employer contribution / active EE | $0 | $4,126-100.0% | $3,318-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $9,525 | $5,733+66.1% | $5,288+80.1% | $5,439+75.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |