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 8-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 | $9,970 | $96,635-89.7% | $86,612-88.5% | $139,434-92.8% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 32.30% | 106.41%-74.1pp | 591.07%-558.8pp | 372.94%-340.6pp |
| Employer contribution / active EE | $243 | $3,263-92.5% | $3,022-91.9% | $4,751-94.9% |
| Participant deferral / active EE | $7,490 | $4,836+54.9% | $4,438+68.8% | $6,710+11.6% |
| Admin fee / account holder | $85 | $6,408-98.7% | $5,614-98.5% | $11,403-99.3% |