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 | $65,673 | $209,336-68.6% | $197,124-66.7% | $137,256-52.2% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 21.78% | 48.09%-26.3pp | 44.34%-22.6pp | 220.34%-198.6pp |
| Employer contribution / active EE | $1,018 | $6,591-84.6% | $6,227-83.7% | $4,156-75.5% |
| Participant deferral / active EE | $16,161 | $9,614+68.1% | $9,135+76.9% | $6,407+152.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |