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 | $102,690 | $99,652+3.0% | $78,778+30.4% | $147,584-30.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 15.48% | 47.28%-31.8pp | 35.62%-20.1pp | 578.55%-563.1pp |
| Employer contribution / active EE | $0 | $2,796-100.0% | $1,986-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $4,784 | $3,664+30.6% | $2,958+61.7% | $5,439-12.0% |
| Admin fee / account holder | $39 | $7,155-99.5% | $5,134-99.2% | $10,885-99.6% |