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 4-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 | $47,933 | $190,805-74.9% | $159,960-70.0% | $134,475-64.4% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -3.07% | 552.23%-555.3pp | 408.60%-411.7pp | 417.96%-421.0pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $18,624 | $6,923+169.0% | $6,182+201.2% | $6,400+191.0% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |