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 | $122,842 | $214,378-42.7% | $200,582-38.8% | $142,382-13.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 30.24% | 46.41%-16.2pp | 42.33%-12.1pp | 217.08%-186.8pp |
| Employer contribution / active EE | $545 | $6,841-92.0% | $6,419-91.5% | $4,299-87.3% |
| Participant deferral / active EE | $11,350 | $9,865+15.1% | $9,331+21.6% | $6,507+74.4% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |