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 | $60,216 | $152,587-60.5% | $125,175-51.9% | $152,861-60.6% |
| Participation rate | 92.9% | 83.3%+9.5pp | 79.8%+13.1pp | 82.4%+10.4pp |
| Annual return | 29.46% | 54.84%-25.4pp | 43.79%-14.3pp | 345.32%-315.9pp |
| Employer contribution / active EE | $265 | $4,946-94.7% | $3,865-93.2% | $4,762-94.4% |
| Participant deferral / active EE | $6,616 | $5,868+12.7% | $4,937+34.0% | $5,850+13.1% |
| Admin fee / account holder | $0 | $13,434-100.0% | $9,702-100.0% | $11,596-100.0% |