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 | $12,543 | $85,022-85.2% | $70,515-82.2% | $139,434-91.0% |
| Participation rate | 87.5% | 73.9%+13.6pp | 68.3%+19.2pp | 80.3%+7.2pp |
| Annual return | 25.88% | 30.38%-4.5pp | 32.77%-6.9pp | 372.94%-347.1pp |
| Employer contribution / active EE | $0 | $3,909-100.0% | $2,973-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $7,373 | $5,890+25.2% | $4,567+61.4% | $6,710+9.9% |
| Admin fee / account holder | $20 | $8,906-99.8% | $6,412-99.7% | $11,403-99.8% |