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 5-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 | $8,370 | $156,846-94.7% | $121,098-93.1% | $139,434-94.0% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 25.07% | 1474.56%-1449.5pp | 985.75%-960.7pp | 372.94%-347.9pp |
| Employer contribution / active EE | $0 | $5,536-100.0% | $4,164-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,161 | $4,844+47.8% | $4,080+75.5% | $6,710+6.7% |
| Admin fee / account holder | $110 | $6,946-98.4% | $5,644-98.1% | $11,403-99.0% |