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 | $28,070 | $102,604-72.6% | $86,188-67.4% | $139,434-79.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.0%+16.8pp | 80.3%+5.4pp |
| Annual return | 14.65% | 1922.51%-1907.9pp | 1168.45%-1153.8pp | 372.94%-358.3pp |
| Employer contribution / active EE | $204 | $3,032-93.3% | $2,380-91.4% | $4,751-95.7% |
| Participant deferral / active EE | $1,243 | $4,676-73.4% | $3,985-68.8% | $6,710-81.5% |
| Admin fee / account holder | $298 | $8,657-96.6% | $6,852-95.7% | $11,403-97.4% |