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 | $48,601 | $99,341-51.1% | $84,750-42.7% | $273,961-82.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.34% | 22.93%-16.6pp | 22.78%-16.4pp | 41.45%-35.1pp |
| Employer contribution / active EE | $575 | $4,214-86.4% | $3,574-83.9% | $4,869-88.2% |
| Participant deferral / active EE | $1,901 | $4,269-55.5% | $3,712-48.8% | $5,287-64.0% |
| Admin fee / account holder | $61 | $6,644-99.1% | $5,332-98.9% | $10,132-99.4% |