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 | $101,523 | $138,065-26.5% | $123,544-17.8% | $135,375-25.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.93% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $883 | $5,151-82.9% | $4,628-80.9% | $4,779-81.5% |
| Participant deferral / active EE | $5,550 | $6,799-18.4% | $6,426-13.6% | $5,609-1.1% |
| Admin fee / account holder | $269 | $10,916-97.5% | $9,284-97.1% | $10,827-97.5% |