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 7-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 | $16,179 | $100,852-84.0% | $90,404-82.1% | $158,922-89.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 23.38% | 1724.20%-1700.8pp | 1293.02%-1269.6pp | 302.83%-279.4pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,927 | $4,348-9.7% | $3,963-0.9% | $5,982-34.4% |
| Admin fee / account holder | $155 | $6,501-97.6% | $5,611-97.2% | $11,246-98.6% |