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 | $4,636 | $72,071-93.6% | $68,368-93.2% | $137,256-96.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 73.8%+21.5pp | 80.0%+15.3pp |
| Annual return | 114.99% | 353.14%-238.2pp | 292.57%-177.6pp | 220.34%-105.4pp |
| Employer contribution / active EE | $2 | $2,788-99.9% | $2,649-99.9% | $4,156-100.0% |
| Participant deferral / active EE | $2,009 | $4,410-54.5% | $4,123-51.3% | $6,407-68.6% |
| Admin fee / account holder | $10 | $5,336-99.8% | $5,150-99.8% | $12,270-99.9% |