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 9-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 | $117,180 | $91,552+28.0% | $133,956-12.5% | $79,858+46.7% |
| Participation rate | 95.8% | 73.3%+22.5pp | 79.8%+16.0pp | 69.6%+26.2pp |
| Annual return | 50.56% | 61.85%-11.3pp | 45.09%+5.5pp | 31.71%+18.8pp |
| Employer contribution / active EE | $412 | $2,384-82.7% | $3,919-89.5% | $2,471-83.3% |
| Participant deferral / active EE | $0 | $3,733-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $254 | $6,321-96.0% | $8,927-97.2% | $5,306-95.2% |