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 6-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 | $23,335 | $105,860-78.0% | $90,749-74.3% | $134,475-82.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.32% | -11.01%-3.3pp | -12.16%-2.2pp | 417.96%-432.3pp |
| Employer contribution / active EE | $608 | $3,462-82.5% | $2,921-79.2% | $4,740-87.2% |
| Participant deferral / active EE | $6,797 | $5,216+30.3% | $4,564+48.9% | $6,400+6.2% |
| Admin fee / account holder | $0 | $13,938-100.0% | $8,445-100.0% | $11,426-100.0% |