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 | $12,233 | $74,888-83.7% | $71,209-82.8% | $142,382-91.4% |
| Participation rate | 88.9% | 76.2%+12.7pp | 73.8%+15.1pp | 80.1%+8.8pp |
| Annual return | 20.64% | 345.14%-324.5pp | 282.51%-261.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $0 | $2,854-100.0% | $2,721-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,920 | $4,454-56.9% | $4,175-54.0% | $6,507-70.5% |
| Admin fee / account holder | $119 | $5,568-97.9% | $5,349-97.8% | $12,624-99.1% |