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 | $83,194 | $197,825-57.9% | $155,790-46.6% | $125,391-33.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | 0.53% | 86.74%-86.2pp | 71.54%-71.0pp | 282.22%-281.7pp |
| Employer contribution / active EE | $0 | $4,847-100.0% | $3,836-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,200 | $5,630+27.9% | $4,797+50.1% | $5,352+34.5% |
| Admin fee / account holder | $118 | $9,545-98.8% | $7,478-98.4% | $9,540-98.8% |