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 | $99,486 | $93,571+6.3% | $135,903-26.8% | $75,163+32.4% |
| Participation rate | 77.3% | 75.2%+2.1pp | 81.9%-4.6pp | 67.2%+10.1pp |
| Annual return | 18.20% | 30.90%-12.7pp | 68.23%-50.0pp | 160.62%-142.4pp |
| Employer contribution / active EE | $58 | $3,537-98.4% | $4,856-98.8% | $2,670-97.8% |
| Participant deferral / active EE | $7,112 | $6,404+11.0% | $7,758-8.3% | $4,125+72.4% |
| Admin fee / account holder | $103 | $6,975-98.5% | $10,762-99.0% | $5,651-98.2% |