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 3-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 | $37,022 | $106,584-65.3% | $101,326-63.5% | $142,382-74.0% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 22.89% | 36.93%-14.0pp | 36.82%-13.9pp | 217.08%-194.2pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $9,746 | $8,297+17.5% | $7,994+21.9% | $6,507+49.8% |
| Admin fee / account holder | $72 | $11,446-99.4% | $11,185-99.4% | $12,624-99.4% |