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 6-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 | $23,769 | $167,307-85.8% | $143,757-83.5% | $134,475-82.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | 0.46%-20.2pp | -0.04%-19.7pp | 417.96%-437.7pp |
| Employer contribution / active EE | $1,019 | $5,619-81.9% | $4,951-79.4% | $4,740-78.5% |
| Participant deferral / active EE | $2,346 | $6,446-63.6% | $5,637-58.4% | $6,400-63.3% |
| Admin fee / account holder | $247 | $18,088-98.6% | $14,673-98.3% | $11,426-97.8% |