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 | $144,511 | $209,411-31.0% | $178,490-19.0% | $158,922-9.1% |
| Participation rate | 85.7% | 86.3%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 16.87% | 188.75%-171.9pp | 151.07%-134.2pp | 302.83%-286.0pp |
| Employer contribution / active EE | $599 | $5,706-89.5% | $5,011-88.0% | $4,761-87.4% |
| Participant deferral / active EE | $3,930 | $5,954-34.0% | $5,202-24.4% | $5,982-34.3% |
| Admin fee / account holder | $12 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |