Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 3-year trajectory for $4.99 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 | $67,823-98.4% | $52,425-97.9% | $137,256-99.2% |
| Participation rate | 76.9% | 63.9%+13.0pp | 55.6%+21.3pp | 80.0%-3.0pp |
| Annual return | 14.85% | 219.11%-204.3pp | 302.12%-287.3pp | 220.34%-205.5pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $874 | $2,288-61.8% | $1,790-51.2% | $6,407-86.4% |
| Admin fee / account holder | $97 | $2,844-96.6% | $2,495-96.1% | $12,270-99.2% |