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 | $68,679 | $95,453-28.0% | $112,040-38.7% | $82,448-16.7% |
| Participation rate | 84.0% | 72.8%+11.2pp | 76.5%+7.5pp | 68.1%+15.9pp |
| Annual return | 17.63% | 23.92%-6.3pp | 24.52%-6.9pp | 41.64%-24.0pp |
| Employer contribution / active EE | $652 | $2,318-71.8% | $2,954-77.9% | $2,551-74.4% |
| Participant deferral / active EE | $6,212 | $4,224+47.1% | $5,098+21.9% | $4,139+50.1% |
| Admin fee / account holder | $291 | $9,013-96.8% | $12,098-97.6% | $7,234-96.0% |