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 | $18,773 | $159,602-88.2% | $150,045-87.5% | $142,382-86.8% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.3%+7.2pp | 80.1%+9.4pp |
| Annual return | 13.11% | 70.24%-57.1pp | 62.55%-49.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $809 | $4,961-83.7% | $4,693-82.8% | $4,299-81.2% |
| Participant deferral / active EE | $3,207 | $8,310-61.4% | $7,997-59.9% | $6,507-50.7% |
| Admin fee / account holder | $162 | $14,846-98.9% | $13,435-98.8% | $12,624-98.7% |