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 | $186,725 | $138,044+35.3% | $125,339+49.0% | $134,475+38.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.09% | 750.33%-770.4pp | 572.05%-592.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $447 | $5,243-91.5% | $4,814-90.7% | $4,740-90.6% |
| Participant deferral / active EE | $9,488 | $7,799+21.7% | $7,446+27.4% | $6,400+48.3% |
| Admin fee / account holder | $40 | $11,571-99.7% | $10,010-99.6% | $11,426-99.6% |