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 | $78,999 | $157,256-49.8% | $141,162-44.0% | $152,861-48.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 33.60% | 64.32%-30.7pp | 71.39%-37.8pp | 345.32%-311.7pp |
| Employer contribution / active EE | $477 | $5,261-90.9% | $4,735-89.9% | $4,762-90.0% |
| Participant deferral / active EE | $9,006 | $7,109+26.7% | $6,709+34.2% | $5,850+54.0% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |