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 | $73,839 | $62,586+18.0% | $76,768-3.8% | $64,186+15.0% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -6.66% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $234 | $1,832-87.2% | $2,485-90.6% | $2,381-90.2% |
| Participant deferral / active EE | $4,690 | $3,145+49.1% | $3,852+21.8% | $3,470+35.2% |
| Admin fee / account holder | $77 | $4,667-98.3% | $6,675-98.8% | $4,888-98.4% |