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 7-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 | $181,088 | $201,259-10.0% | $184,200-1.7% | $145,959+24.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 28.98%-7.5pp | 28.80%-7.3pp | 561.95%-540.5pp |
| Employer contribution / active EE | $222 | $7,018-96.8% | $6,424-96.5% | $4,661-95.2% |
| Participant deferral / active EE | $23,400 | $9,806+138.6% | $9,132+156.2% | $6,689+249.9% |
| Admin fee / account holder | $156 | $16,372-99.0% | $13,907-98.9% | $13,398-98.8% |