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 4-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 | $5,992 | $109,982-94.6% | $97,226-93.8% | $145,922-95.9% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 217.36% | 242.90%-25.5pp | 75.13%+142.2pp | 561.29%-343.9pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,045 | $4,676-77.7% | $4,264-75.5% | $6,688-84.4% |
| Admin fee / account holder | $82 | $6,221-98.7% | $5,654-98.6% | $13,397-99.4% |