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 | $30,906 | $74,879,922-100.0% | $40,145,923-99.9% | $273,961-88.7% |
| Participation rate | 83.3% | 74.1%+9.3pp | 68.4%+14.9pp | 83.0%+0.3pp |
| Annual return | 8.82% | 2.55%+6.3pp | 5.24%+3.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $0 | $2,350-100.0% | $1,844-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,148 | $2,962-61.2% | $2,591-55.7% | $5,287-78.3% |
| Admin fee / account holder | $295 | $3,725-92.1% | $2,903-89.8% | $10,132-97.1% |