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 3-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 | $19,647 | $100,773-80.5% | $88,946-77.9% | $142,382-86.2% |
| Participation rate | 72.2% | 74.3%-2.1pp | 68.8%+3.4pp | 80.1%-7.9pp |
| Annual return | 21.17% | 70.18%-49.0pp | 57.82%-36.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,362 | $5,230-16.6% | $4,581-4.8% | $6,507-33.0% |
| Admin fee / account holder | $98 | $9,693-99.0% | $8,261-98.8% | $12,624-99.2% |