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 3-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 | $10,255 | $70,756-85.5% | $65,493-84.3% | $142,382-92.8% |
| Participation rate | 90.0% | 77.4%+12.6pp | 73.1%+16.9pp | 80.1%+9.9pp |
| Annual return | 16.33% | 1754.89%-1738.6pp | 982.45%-966.1pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $2,881-100.0% | $2,574-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $2,205 | $4,637-52.5% | $3,961-44.3% | $6,507-66.1% |
| Admin fee / account holder | $243 | $6,559-96.3% | $5,028-95.2% | $12,624-98.1% |