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 | $38,837 | $152,587-74.5% | $125,175-69.0% | $152,861-74.6% |
| Participation rate | 75.0% | 83.3%-8.3pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.84% | 54.84%-35.0pp | 43.79%-24.0pp | 345.32%-325.5pp |
| Employer contribution / active EE | $414 | $4,946-91.6% | $3,865-89.3% | $4,762-91.3% |
| Participant deferral / active EE | $1,961 | $5,868-66.6% | $4,937-60.3% | $5,850-66.5% |
| Admin fee / account holder | $175 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |