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 | $186,918 | $190,805-2.0% | $159,960+16.9% | $134,475+39.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -8.56% | 552.23%-560.8pp | 408.60%-417.2pp | 417.96%-426.5pp |
| Employer contribution / active EE | $121 | $4,995-97.6% | $4,226-97.1% | $4,740-97.5% |
| Participant deferral / active EE | $1,817 | $6,923-73.8% | $6,182-70.6% | $6,400-71.6% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |