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 8-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 | $14,911 | $107,934-86.2% | $91,989-83.8% | $152,861-90.2% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.4%-12.4pp |
| Annual return | 38.65% | 89.24%-50.6pp | 69.02%-30.4pp | 345.32%-306.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,694 | $6,364+5.2% | $5,923+13.0% | $5,850+14.4% |
| Admin fee / account holder | $39 | $10,520-99.6% | $7,743-99.5% | $11,596-99.7% |