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 | $45,071 | $157,256-71.3% | $141,162-68.1% | $152,861-70.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 15.39% | 64.32%-48.9pp | 71.39%-56.0pp | 345.32%-329.9pp |
| Employer contribution / active EE | $642 | $5,261-87.8% | $4,735-86.4% | $4,762-86.5% |
| Participant deferral / active EE | $5,131 | $7,109-27.8% | $6,709-23.5% | $5,850-12.3% |
| Admin fee / account holder | $135 | $12,120-98.9% | $10,261-98.7% | $11,596-98.8% |