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 9-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 | $19,660 | $56,484-65.2% | $169,463-88.4% | $64,186-69.4% |
| Participation rate | 72.4% | 64.5%+7.9pp | 77.8%-5.4pp | 69.6%+2.8pp |
| Annual return | 172.20% | -1.55%+173.8pp | 1.83%+170.4pp | 7.63%+164.6pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $5,032 | $3,448+45.9% | $5,277-4.6% | $3,470+45.0% |
| Admin fee / account holder | $2 | $4,174-99.9% | $9,109-100.0% | $4,888-100.0% |