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 | $16,988 | $104,106-83.7% | $71,086-76.1% | $135,375-87.5% |
| Participation rate | 83.3% | 65.7%+17.7pp | 54.7%+28.7pp | 82.6%+0.7pp |
| Annual return | -6.14% | 1256.30%-1262.4pp | 650.59%-656.7pp | 519.73%-525.9pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,617 | $2,527+82.7% | $1,874+146.3% | $5,609-17.7% |
| Admin fee / account holder | $212 | $4,142-94.9% | $3,082-93.1% | $10,827-98.0% |