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 | $27,321 | $96,965-71.8% | $97,995-72.1% | $147,584-81.5% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 16.73% | 24.11%-7.4pp | 23.94%-7.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $0 | $4,536-100.0% | $4,158-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,523 | $5,081+8.7% | $5,097+8.4% | $5,439+1.5% |
| Admin fee / account holder | $24 | $8,120-99.7% | $5,943-99.6% | $10,885-99.8% |