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 3-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 | $1,113 | $70,606-98.4% | $53,898-97.9% | $142,382-99.2% |
| Participation rate | 76.9% | 63.7%+13.2pp | 55.0%+22.0pp | 80.1%-3.2pp |
| Annual return | 14.85% | 619.81%-605.0pp | 528.60%-513.8pp | 217.08%-202.2pp |
| Employer contribution / active EE | $0 | $1,202-100.0% | $932-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $874 | $2,364-63.0% | $1,826-52.2% | $6,507-86.6% |
| Admin fee / account holder | $97 | $2,852-96.6% | $2,491-96.1% | $12,624-99.2% |