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 | $189,729 | $96,635+96.3% | $86,612+119.1% | $139,434+36.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 20.99% | 106.41%-85.4pp | 591.07%-570.1pp | 372.94%-352.0pp |
| Employer contribution / active EE | $154 | $3,263-95.3% | $3,022-94.9% | $4,751-96.8% |
| Participant deferral / active EE | $12,462 | $4,836+157.7% | $4,438+180.8% | $6,710+85.7% |
| Admin fee / account holder | $0 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |