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 | $22,554 | $175,202-87.1% | $149,673-84.9% | $139,434-83.8% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 20.82% | 166.71%-145.9pp | 134.42%-113.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $1,011 | $5,474-81.5% | $4,818-79.0% | $4,751-78.7% |
| Participant deferral / active EE | $6,087 | $6,519-6.6% | $5,680+7.2% | $6,710-9.3% |
| Admin fee / account holder | $213 | $16,150-98.7% | $13,210-98.4% | $11,403-98.1% |