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 | $135,181 | $162,781-17.0% | $133,956+0.9% | $158,922-14.9% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 8.70% | 41.94%-33.2pp | 45.09%-36.4pp | 302.83%-294.1pp |
| Employer contribution / active EE | $650 | $4,975-86.9% | $3,919-83.4% | $4,761-86.3% |
| Participant deferral / active EE | $3,997 | $5,911-32.4% | $5,048-20.8% | $5,982-33.2% |
| Admin fee / account holder | $70 | $11,736-99.4% | $8,927-99.2% | $11,246-99.4% |