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 7-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 | $107,719 | $185,822-42.0% | $169,993-36.6% | $139,434-22.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.73% | 60.50%-46.8pp | 53.37%-39.6pp | 372.94%-359.2pp |
| Employer contribution / active EE | $1,268 | $7,590-83.3% | $6,785-81.3% | $4,751-73.3% |
| Participant deferral / active EE | $9,935 | $11,622-14.5% | $10,408-4.5% | $6,710+48.1% |
| Admin fee / account holder | -$5,873 | $15,381-138.2% | $12,815-145.8% | $11,403-151.5% |