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 | $58,517 | $153,772-61.9% | $133,980-56.3% | $273,961-78.6% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.1%-7.1pp | 83.0%-3.0pp |
| Annual return | 8.23% | 36.51%-28.3pp | 29.30%-21.1pp | 41.45%-33.2pp |
| Employer contribution / active EE | $402 | $6,029-93.3% | $5,211-92.3% | $4,869-91.7% |
| Participant deferral / active EE | $2,734 | $6,958-60.7% | $6,282-56.5% | $5,287-48.3% |
| Admin fee / account holder | $34 | $11,765-99.7% | $9,324-99.6% | $10,132-99.7% |