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 | $115,586 | $214,378-46.1% | $200,582-42.4% | $142,382-18.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 19.36% | 46.41%-27.0pp | 42.33%-23.0pp | 217.08%-197.7pp |
| Employer contribution / active EE | $59 | $6,841-99.1% | $6,419-99.1% | $4,299-98.6% |
| Participant deferral / active EE | $15,089 | $9,865+53.0% | $9,331+61.7% | $6,507+131.9% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |