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 | $38,368 | $148,534-74.2% | $135,903-71.8% | $139,434-72.5% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 18.46% | 79.19%-60.7pp | 68.23%-49.8pp | 372.94%-354.5pp |
| Employer contribution / active EE | $869 | $5,243-83.4% | $4,856-82.1% | $4,751-81.7% |
| Participant deferral / active EE | $10,248 | $8,100+26.5% | $7,758+32.1% | $6,710+52.7% |
| Admin fee / account holder | $11 | $12,400-99.9% | $10,762-99.9% | $11,403-99.9% |