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 | $12,953 | $152,509-91.5% | $117,472-89.0% | $134,475-90.4% |
| Participation rate | 80.0% | 77.1%+2.9pp | 70.6%+9.4pp | 81.2%-1.2pp |
| Annual return | -17.44% | 52.99%-70.4pp | 29.74%-47.2pp | 417.96%-435.4pp |
| Employer contribution / active EE | $60 | $5,571-98.9% | $4,176-98.6% | $4,740-98.7% |
| Participant deferral / active EE | $404 | $4,818-91.6% | $4,070-90.1% | $6,400-93.7% |
| Admin fee / account holder | $153 | $7,004-97.8% | $5,645-97.3% | $11,426-98.7% |