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 | $70,523 | $105,998-33.5% | $92,233-23.5% | $147,584-52.2% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 18.40% | 50.05%-31.7pp | 176.28%-157.9pp | 578.55%-560.2pp |
| Employer contribution / active EE | $522 | $4,333-87.9% | $3,679-85.8% | $4,876-89.3% |
| Participant deferral / active EE | $2,431 | $4,478-45.7% | $3,897-37.6% | $5,439-55.3% |
| Admin fee / account holder | $256 | $6,332-96.0% | $5,194-95.1% | $10,885-97.6% |