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 9-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 | $65,739 | $171,865-61.7% | $149,718-56.1% | $147,584-55.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.38% | 2113.22%-2103.8pp | 1501.63%-1492.2pp | 578.55%-569.2pp |
| Employer contribution / active EE | $539 | $6,275-91.4% | $5,445-90.1% | $4,876-89.0% |
| Participant deferral / active EE | $8,775 | $7,271+20.7% | $6,569+33.6% | $5,439+61.3% |
| Admin fee / account holder | $92 | $13,799-99.3% | $11,283-99.2% | $10,885-99.2% |