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 | $23,734 | $175,202-86.5% | $149,673-84.1% | $139,434-83.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.87% | 166.71%-151.8pp | 134.42%-119.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $697 | $5,474-87.3% | $4,818-85.5% | $4,751-85.3% |
| Participant deferral / active EE | $5,066 | $6,519-22.3% | $5,680-10.8% | $6,710-24.5% |
| Admin fee / account holder | $164 | $16,150-99.0% | $13,210-98.8% | $11,403-98.6% |