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 3-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 | $27,019 | $92,798-70.9% | $96,707-72.1% | $137,256-80.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 21.19% | 31.24%-10.1pp | 34.78%-13.6pp | 220.34%-199.2pp |
| Employer contribution / active EE | $979 | $4,147-76.4% | $4,191-76.7% | $4,156-76.5% |
| Participant deferral / active EE | $5,098 | $5,877-13.2% | $5,997-15.0% | $6,407-20.4% |
| Admin fee / account holder | $45 | $7,946-99.4% | $7,503-99.4% | $12,270-99.6% |