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 7-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 | $3,242 | $54,705-94.1% | $71,209-95.4% | $84,808-96.2% |
| Participation rate | 94.7% | 64.1%+30.7pp | 73.8%+21.0pp | 68.3%+26.4pp |
| Annual return | 17.05% | 35.90%-18.9pp | 282.51%-265.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $219 | $2,158-89.8% | $2,721-91.9% | $2,631-91.7% |
| Participant deferral / active EE | $658 | $3,030-78.3% | $4,175-84.2% | $4,212-84.4% |
| Admin fee / account holder | $265 | $4,863-94.6% | $5,349-95.1% | $7,344-96.4% |