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 10-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 | $42,649 | $100,852-57.7% | $90,404-52.8% | $158,922-73.2% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.7%0pp | 82.0%-9.2pp |
| Annual return | 33.78% | 1724.20%-1690.4pp | 1293.02%-1259.2pp | 302.83%-269.0pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,970 | $4,348-31.7% | $3,963-25.1% | $5,982-50.3% |
| Admin fee / account holder | $191 | $6,501-97.1% | $5,611-96.6% | $11,246-98.3% |