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 5-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 | $10,926 | $99,918-89.1% | $81,382-86.6% | $145,922-92.5% |
| Participation rate | 92.9% | 74.2%+18.7pp | 69.5%+23.4pp | 80.3%+12.6pp |
| Annual return | 14.55% | 34.32%-19.8pp | 24.73%-10.2pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $3,653 | $4,605-20.7% | $3,883-5.9% | $6,688-45.4% |
| Admin fee / account holder | $72 | $8,212-99.1% | $5,768-98.8% | $13,397-99.5% |