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 | $55,525 | $171,865-67.7% | $149,718-62.9% | $147,584-62.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.30% | 2113.22%-2099.9pp | 1501.63%-1488.3pp | 578.55%-565.2pp |
| Employer contribution / active EE | $0 | $6,275-100.0% | $5,445-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,747 | $7,271-62.2% | $6,569-58.2% | $5,439-49.5% |
| Admin fee / account holder | $283 | $13,799-98.0% | $11,283-97.5% | $10,885-97.4% |