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 | $77,708 | $89,355-13.0% | $141,162-45.0% | $72,985+6.5% |
| Participation rate | 74.4% | 75.1%-0.7pp | 82.5%-8.1pp | 69.5%+4.9pp |
| Annual return | 21.54% | 111.85%-90.3pp | 71.39%-49.9pp | 81.00%-59.5pp |
| Employer contribution / active EE | $334 | $3,114-89.3% | $4,735-93.0% | $2,440-86.3% |
| Participant deferral / active EE | $4,778 | $5,418-11.8% | $6,709-28.8% | $3,607+32.4% |
| Admin fee / account holder | $130 | $5,958-97.8% | $10,261-98.7% | $5,124-97.5% |