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 9-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 | $78,399 | $49,025+59.9% | $87,507-10.4% | $62,891+24.7% |
| Participation rate | 86.2% | 64.9%+21.3pp | 73.8%+12.4pp | 69.3%+16.9pp |
| Annual return | 5.65% | 10.02%-4.4pp | 12.21%-6.6pp | 20.14%-14.5pp |
| Employer contribution / active EE | $96 | $1,372-93.0% | $2,550-96.2% | $2,281-95.8% |
| Participant deferral / active EE | $1,204 | $2,289-47.4% | $3,149-61.7% | $3,203-62.4% |
| Admin fee / account holder | $174 | $4,065-95.7% | $4,221-95.9% | $4,296-95.9% |