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 | $43,478 | $100,852-56.9% | $90,404-51.9% | $158,922-72.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.7%+13.0pp | 82.0%+3.8pp |
| Annual return | 6.69% | 1724.20%-1717.5pp | 1293.02%-1286.3pp | 302.83%-296.1pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,953 | $4,348-9.1% | $3,963-0.3% | $5,982-33.9% |
| Admin fee / account holder | $4 | $6,501-99.9% | $5,611-99.9% | $11,246-100.0% |