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 | $8,547 | $67,331-87.3% | $60,874-86.0% | $134,475-93.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -18.37% | 49.93%-68.3pp | 16.90%-35.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $111 | $3,096-96.4% | $2,701-95.9% | $4,740-97.7% |
| Participant deferral / active EE | $3,634 | $4,538-19.9% | $3,817-4.8% | $6,400-43.2% |
| Admin fee / account holder | $0 | $4,582-100.0% | $3,224-100.0% | $11,426-100.0% |