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 4-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 | $1,837 | $76,738-97.6% | $56,411-96.7% | $145,922-98.7% |
| Participation rate | 89.5% | 63.2%+26.3pp | 52.5%+37.0pp | 80.3%+9.2pp |
| Annual return | 17.77% | 2994.23%-2976.5pp | 1701.33%-1683.6pp | 561.29%-543.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $972 | $2,623-62.9% | $1,952-50.2% | $6,688-85.5% |
| Admin fee / account holder | $176 | $3,334-94.7% | $2,829-93.8% | $13,397-98.7% |