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 5-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 | $51,352 | $138,044-62.8% | $125,339-59.0% | $134,475-61.8% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -17.63% | 750.33%-768.0pp | 572.05%-589.7pp | 417.96%-435.6pp |
| Employer contribution / active EE | $957 | $5,243-81.7% | $4,814-80.1% | $4,740-79.8% |
| Participant deferral / active EE | $6,076 | $7,799-22.1% | $7,446-18.4% | $6,400-5.1% |
| Admin fee / account holder | $213 | $11,571-98.2% | $10,010-97.9% | $11,426-98.1% |