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 | $105,690 | $48,364+118.5% | $71,796+47.2% | $62,891+68.1% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 13.50% | 13.16%+0.3pp | 78.04%-64.5pp | 20.14%-6.6pp |
| Employer contribution / active EE | $54 | $1,042-94.8% | $1,924-97.2% | $2,281-97.6% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $49 | $3,771-98.7% | $4,815-99.0% | $4,296-98.8% |