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 6-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 | $10,349 | $96,635-89.3% | $86,612-88.1% | $139,434-92.6% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 20.99% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-351.9pp |
| Employer contribution / active EE | $0 | $3,263-100.0% | $3,022-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $3,055 | $4,836-36.8% | $4,438-31.2% | $6,710-54.5% |
| Admin fee / account holder | $274 | $6,408-95.7% | $5,614-95.1% | $11,403-97.6% |