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 | $28,293 | $111,754-74.7% | $103,333-72.6% | $145,922-80.6% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 19.01% | 24.77%-5.8pp | 24.88%-5.9pp | 561.29%-542.3pp |
| Employer contribution / active EE | $770 | $4,212-81.7% | $3,868-80.1% | $4,660-83.5% |
| Participant deferral / active EE | $6,629 | $5,619+18.0% | $5,057+31.1% | $6,688-0.9% |
| Admin fee / account holder | $18 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |