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 | $76,666 | $138,065-44.5% | $123,544-37.9% | $135,375-43.4% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.34% | 153.68%-158.0pp | 119.20%-123.5pp | 519.73%-524.1pp |
| Employer contribution / active EE | $426 | $5,151-91.7% | $4,628-90.8% | $4,779-91.1% |
| Participant deferral / active EE | $8,322 | $6,799+22.4% | $6,426+29.5% | $5,609+48.4% |
| Admin fee / account holder | $15 | $10,916-99.9% | $9,284-99.8% | $10,827-99.9% |