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 | $61,059 | $56,054+8.9% | $171,082-64.3% | $62,891-2.9% |
| Participation rate | 72.0% | 62.9%+9.1pp | 76.7%-4.7pp | 69.3%+2.7pp |
| Annual return | 6.40% | 22.52%-16.1pp | 32.56%-26.2pp | 20.14%-13.7pp |
| Employer contribution / active EE | $148 | $1,731-91.5% | $4,002-96.3% | $2,281-93.5% |
| Participant deferral / active EE | $4,574 | $3,158+44.8% | $4,797-4.7% | $3,203+42.8% |
| Admin fee / account holder | $148 | $3,647-95.9% | $8,520-98.3% | $4,296-96.5% |