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 | $48,002 | $201,272-76.2% | $184,203-73.9% | $145,922-67.1% |
| Participation rate | 79.2% | 87.5%-8.3pp | 86.8%-7.7pp | 80.3%-1.1pp |
| Annual return | 13.44% | 29.00%-15.6pp | 28.81%-15.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,936 | $9,806-59.9% | $9,131-56.9% | $6,688-41.2% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |