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 | $198,468 | $138,044+43.8% | $125,339+58.3% | $134,475+47.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.35% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $967 | $5,243-81.6% | $4,814-79.9% | $4,740-79.6% |
| Participant deferral / active EE | $12,222 | $7,799+56.7% | $7,446+64.1% | $6,400+91.0% |
| Admin fee / account holder | $77 | $11,571-99.3% | $10,010-99.2% | $11,426-99.3% |