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 3-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 | $12,117 | $70,756-82.9% | $65,493-81.5% | $142,382-91.5% |
| Participation rate | 76.5% | 77.4%-0.9pp | 73.1%+3.4pp | 80.1%-3.6pp |
| Annual return | 27.03% | 1754.89%-1727.9pp | 982.45%-955.4pp | 217.08%-190.0pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,161 | $4,637-10.3% | $3,961+5.1% | $6,507-36.0% |
| Admin fee / account holder | $17 | $6,559-99.7% | $5,028-99.7% | $12,624-99.9% |