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 | $166,716 | $103,376+61.3% | $87,100+91.4% | $152,861+9.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.80% | 28.10%-4.3pp | 28.19%-4.4pp | 345.32%-321.5pp |
| Employer contribution / active EE | $403 | $3,220-87.5% | $2,521-84.0% | $4,762-91.5% |
| Participant deferral / active EE | $1,859 | $4,778-61.1% | $4,049-54.1% | $5,850-68.2% |
| Admin fee / account holder | $14 | $12,205-99.9% | $7,497-99.8% | $11,596-99.9% |