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 6-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 | $112,008 | $183,592-39.0% | $155,567-28.0% | $145,959-23.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.17% | 61.24%-44.1pp | 64.74%-47.6pp | 561.95%-544.8pp |
| Employer contribution / active EE | $568 | $5,315-89.3% | $4,674-87.8% | $4,661-87.8% |
| Participant deferral / active EE | $3,189 | $6,464-50.7% | $5,628-43.3% | $6,689-52.3% |
| Admin fee / account holder | $102 | $19,318-99.5% | $15,916-99.4% | $13,398-99.2% |