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 3-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 | $4,376 | $51,638-91.5% | $68,368-93.6% | $82,448-94.7% |
| Participation rate | 72.7% | 63.6%+9.1pp | 73.8%-1.0pp | 68.1%+4.7pp |
| Annual return | 21.62% | 37.53%-15.9pp | 292.57%-271.0pp | 41.64%-20.0pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $2,649-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,005 | $2,914-65.5% | $4,123-75.6% | $4,139-75.7% |
| Admin fee / account holder | $39 | $4,643-99.2% | $5,150-99.2% | $7,234-99.5% |