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 | $26,073 | $49,177-47.0% | $79,464-67.2% | $64,186-59.4% |
| Participation rate | 90.7% | 65.0%+25.7pp | 73.3%+17.4pp | 69.6%+21.1pp |
| Annual return | -1.88% | -1.16%-0.7pp | 718.14%-720.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $0 | $2,076-100.0% | $2,800-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,938 | $2,821-31.3% | $3,704-47.7% | $3,470-44.1% |
| Admin fee / account holder | $130 | $3,839-96.6% | $5,113-97.5% | $4,888-97.3% |