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 8-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 | $74,810 | $111,814-33.1% | $103,374-27.6% | $145,959-48.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 11.41% | 24.77%-13.4pp | 24.89%-13.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $683 | $4,214-83.8% | $3,869-82.4% | $4,661-85.4% |
| Participant deferral / active EE | $7,962 | $5,618+41.7% | $5,058+57.4% | $6,689+19.0% |
| Admin fee / account holder | $131 | $9,754-98.7% | $8,394-98.4% | $13,398-99.0% |