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 | $18,750 | $167,307-88.8% | $143,757-87.0% | $134,475-86.1% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -16.63% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $962 | $5,619-82.9% | $4,951-80.6% | $4,740-79.7% |
| Participant deferral / active EE | $4,323 | $6,446-32.9% | $5,637-23.3% | $6,400-32.4% |
| Admin fee / account holder | $38 | $18,088-99.8% | $14,673-99.7% | $11,426-99.7% |