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 | $158,949 | $198,466-19.9% | $170,442-6.7% | $147,584+7.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 34.72% | 257.29%-222.6pp | 205.93%-171.2pp | 578.55%-543.8pp |
| Employer contribution / active EE | $527 | $6,184-91.5% | $5,433-90.3% | $4,876-89.2% |
| Participant deferral / active EE | $4,563 | $5,629-18.9% | $4,939-7.6% | $5,439-16.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |