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 | $94,142 | $197,591-52.4% | $177,821-47.1% | $158,922-40.8% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.7%-0.2pp | 82.0%+5.5pp |
| Annual return | 19.70% | 58.76%-39.1pp | 48.32%-28.6pp | 302.83%-283.1pp |
| Employer contribution / active EE | $1,224 | $6,697-81.7% | $5,918-79.3% | $4,761-74.3% |
| Participant deferral / active EE | $6,342 | $8,405-24.5% | $7,714-17.8% | $5,982+6.0% |
| Admin fee / account holder | $165 | $15,399-98.9% | $12,427-98.7% | $11,246-98.5% |