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 | $12,631 | $81,248-84.5% | $155,509-91.9% | $80,856-84.4% |
| Participation rate | 89.2% | 66.2%+23.0pp | 78.2%+11.0pp | 67.6%+21.6pp |
| Annual return | 116.95% | 33.31%+83.6pp | 64.67%+52.3pp | 35.59%+81.4pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,627 | $3,452+34.1% | $5,626-17.8% | $4,296+7.7% |
| Admin fee / account holder | $198 | $7,997-97.5% | $15,912-98.8% | $6,918-97.1% |