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 | $118,443 | $197,591-40.1% | $177,821-33.4% | $158,922-25.5% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 37.28% | 58.76%-21.5pp | 48.32%-11.0pp | 302.83%-265.5pp |
| Employer contribution / active EE | $964 | $6,697-85.6% | $5,918-83.7% | $4,761-79.7% |
| Participant deferral / active EE | $3,589 | $8,405-57.3% | $7,714-53.5% | $5,982-40.0% |
| Admin fee / account holder | $89 | $15,399-99.4% | $12,427-99.3% | $11,246-99.2% |