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 5-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 | $152,021 | $81,460+86.6% | $103,333+47.1% | $80,856+88.0% |
| Participation rate | 98.9% | 66.8%+32.0pp | 74.5%+24.4pp | 67.6%+31.2pp |
| Annual return | 109.70% | 25.55%+84.2pp | 24.88%+84.8pp | 35.59%+74.1pp |
| Employer contribution / active EE | $417 | $3,105-86.6% | $3,868-89.2% | $2,755-84.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $254 | $6,566-96.1% | $8,355-97.0% | $6,918-96.3% |