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 | $20,171 | $175,202-88.5% | $149,673-86.5% | $139,434-85.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 14.85% | 166.71%-151.9pp | 134.42%-119.6pp | 372.94%-358.1pp |
| Employer contribution / active EE | $985 | $5,474-82.0% | $4,818-79.6% | $4,751-79.3% |
| Participant deferral / active EE | $2,425 | $6,519-62.8% | $5,680-57.3% | $6,710-63.9% |
| Admin fee / account holder | $134 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |