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 | $84,965 | $77,634+9.4% | $156,549-45.7% | $62,891+35.1% |
| Participation rate | 73.6% | 71.2%+2.4pp | 84.0%-10.4pp | 69.3%+4.3pp |
| Annual return | 4.79% | 50.32%-45.5pp | 32.23%-27.4pp | 20.14%-15.4pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $5,501-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,344 | $3,045+75.5% | $4,871+9.7% | $3,203+66.8% |
| Admin fee / account holder | $149 | $5,561-97.3% | $13,027-98.9% | $4,296-96.5% |