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 | $51,477 | $153,772-66.5% | $133,980-61.6% | $273,961-81.2% |
| Participation rate | 73.3% | 88.4%-15.0pp | 87.1%-13.7pp | 83.0%-9.7pp |
| Annual return | 5.92% | 36.51%-30.6pp | 29.30%-23.4pp | 41.45%-35.5pp |
| Employer contribution / active EE | $1,040 | $6,029-82.8% | $5,211-80.1% | $4,869-78.6% |
| Participant deferral / active EE | $4,268 | $6,958-38.7% | $6,282-32.1% | $5,287-19.3% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |