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 | $12,097 | $102,966-88.3% | $90,281-86.6% | $152,861-92.1% |
| Participation rate | 93.8% | 75.9%+17.9pp | 73.3%+20.5pp | 82.4%+11.3pp |
| Annual return | 21.71% | 95.16%-73.5pp | 78.10%-56.4pp | 345.32%-323.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,854-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,439 | $4,281-66.4% | $3,885-63.0% | $5,850-75.4% |
| Admin fee / account holder | $4 | $6,171-99.9% | $5,351-99.9% | $11,596-100.0% |