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 | $128,385 | $105,859+21.3% | $90,160+42.4% | $147,584-13.0% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 17.67% | 37.63%-20.0pp | 34.88%-17.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $466 | $4,126-88.7% | $3,318-86.0% | $4,876-90.5% |
| Participant deferral / active EE | $3,781 | $5,733-34.0% | $5,288-28.5% | $5,439-30.5% |
| Admin fee / account holder | $68 | $8,046-99.2% | $5,943-98.9% | $10,885-99.4% |