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 | $207,986 | $167,307+24.3% | $143,757+44.7% | $134,475+54.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.42% | 0.46%-11.9pp | -0.04%-11.4pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,020 | $5,619-81.9% | $4,951-79.4% | $4,740-78.5% |
| Participant deferral / active EE | $4,687 | $6,446-27.3% | $5,637-16.9% | $6,400-26.8% |
| Admin fee / account holder | -$501 | $18,088-102.8% | $14,673-103.4% | $11,426-104.4% |