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 | $118,745 | $149,679-20.7% | $117,039+1.5% | $147,584-19.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 55.69% | 19.31%+36.4pp | 18.95%+36.7pp | 578.55%-522.9pp |
| Employer contribution / active EE | $360 | $4,937-92.7% | $3,785-90.5% | $4,876-92.6% |
| Participant deferral / active EE | $5,671 | $4,912+15.5% | $3,929+44.3% | $5,439+4.3% |
| Admin fee / account holder | $0 | $7,856-100.0% | $5,974-100.0% | $10,885-100.0% |