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 | $115,770 | $127,065-8.9% | $113,168+2.3% | $142,382-18.7% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.81% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $552 | $3,442-84.0% | $2,975-81.5% | $4,299-87.2% |
| Participant deferral / active EE | $7,042 | $5,716+23.2% | $5,107+37.9% | $6,507+8.2% |
| Admin fee / account holder | $118 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |