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 8-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 | $36,602 | $99,918-63.4% | $81,382-55.0% | $145,922-74.9% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.5%+22.8pp | 80.3%+12.0pp |
| Annual return | 14.36% | 34.32%-20.0pp | 24.73%-10.4pp | 561.29%-546.9pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $8,045 | $4,605+74.7% | $3,883+107.2% | $6,688+20.3% |
| Admin fee / account holder | $52 | $8,212-99.4% | $5,768-99.1% | $13,397-99.6% |