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 10-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 | $38,193 | $100,041-61.8% | $149,718-74.5% | $70,131-45.5% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 14.33% | 27.43%-13.1pp | 1501.63%-1487.3pp | 73.14%-58.8pp |
| Employer contribution / active EE | $623 | $3,662-83.0% | $5,445-88.6% | $2,342-73.4% |
| Participant deferral / active EE | $2,444 | $4,983-51.0% | $6,569-62.8% | $3,332-26.7% |
| Admin fee / account holder | $83 | $8,286-99.0% | $11,283-99.3% | $4,645-98.2% |