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 | $100,485 | $118,919-15.5% | $88,538+13.5% | $152,861-34.3% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | 21.81% | 47.92%-26.1pp | 43.64%-21.8pp | 345.32%-323.5pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,098-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,139 | $3,549+44.8% | $2,914+76.3% | $5,850-12.2% |
| Admin fee / account holder | $39 | $5,876-99.3% | $4,310-99.1% | $11,596-99.7% |