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 4-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 | $32,901 | $185,822-82.3% | $169,993-80.6% | $139,434-76.4% |
| Participation rate | 71.4% | 87.8%-16.3pp | 87.0%-15.6pp | 80.3%-8.9pp |
| Annual return | 32.47% | 60.50%-28.0pp | 53.37%-20.9pp | 372.94%-340.5pp |
| Employer contribution / active EE | $1,338 | $7,590-82.4% | $6,785-80.3% | $4,751-71.8% |
| Participant deferral / active EE | $4,373 | $11,622-62.4% | $10,408-58.0% | $6,710-34.8% |
| Admin fee / account holder | $205 | $15,381-98.7% | $12,815-98.4% | $11,403-98.2% |