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 8-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 | $44,515 | $157,256-71.7% | $141,162-68.5% | $152,861-70.9% |
| Participation rate | 73.9% | 84.8%-10.9pp | 82.5%-8.6pp | 82.4%-8.5pp |
| Annual return | 18.49% | 64.32%-45.8pp | 71.39%-52.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $565 | $5,261-89.3% | $4,735-88.1% | $4,762-88.1% |
| Participant deferral / active EE | $2,736 | $7,109-61.5% | $6,709-59.2% | $5,850-53.2% |
| Admin fee / account holder | $124 | $12,120-99.0% | $10,261-98.8% | $11,596-98.9% |