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 10-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 | $29,857 | $167,307-82.2% | $143,757-79.2% | $134,475-77.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.33% | 0.46%-18.8pp | -0.04%-18.3pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,140 | $5,619-79.7% | $4,951-77.0% | $4,740-75.9% |
| Participant deferral / active EE | $2,789 | $6,446-56.7% | $5,637-50.5% | $6,400-56.4% |
| Admin fee / account holder | $204 | $18,088-98.9% | $14,673-98.6% | $11,426-98.2% |