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 9-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 | $23,915 | $65,685-63.6% | $57,179-58.2% | $273,961-91.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 8.61% | 21.99%-13.4pp | 14.59%-6.0pp | 41.45%-32.8pp |
| Employer contribution / active EE | $6 | $3,279-99.8% | $2,682-99.8% | $4,869-99.9% |
| Participant deferral / active EE | $3,200 | $3,782-15.4% | $3,096+3.4% | $5,287-39.5% |
| Admin fee / account holder | $165 | $4,835-96.6% | $3,139-94.7% | $10,132-98.4% |