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 | $12,910 | $104,106-87.6% | $71,086-81.8% | $135,375-90.5% |
| Participation rate | 70.0% | 65.7%+4.3pp | 54.7%+15.3pp | 82.6%-12.6pp |
| Annual return | -9.75% | 1256.30%-1266.0pp | 650.59%-660.3pp | 519.73%-529.5pp |
| Employer contribution / active EE | $0 | $1,485-100.0% | $1,088-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $812 | $2,527-67.9% | $1,874-56.7% | $5,609-85.5% |
| Admin fee / account holder | $207 | $4,142-95.0% | $3,082-93.3% | $10,827-98.1% |