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 | $112,282 | $176,812-36.5% | $146,665-23.4% | $167,490-33.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 34.16% | 24.03%+10.1pp | 22.74%+11.4pp | 478.56%-444.4pp |
| Employer contribution / active EE | $0 | $5,160-100.0% | $4,136-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $5,818 | $6,440-9.6% | $5,506+5.7% | $6,341-8.2% |
| Admin fee / account holder | $181 | $13,259-98.6% | $10,280-98.2% | $12,309-98.5% |