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 | $37,490 | $135,952-72.4% | $123,892-69.7% | $273,961-86.3% |
| Participation rate | 70.0% | 84.1%-14.1pp | 81.4%-11.4pp | 83.0%-13.0pp |
| Annual return | 7.11% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $572 | $5,170-88.9% | $4,617-87.6% | $4,869-88.3% |
| Participant deferral / active EE | $2,545 | $6,343-59.9% | $5,984-57.5% | $5,287-51.9% |
| Admin fee / account holder | $73 | $9,817-99.3% | $8,357-99.1% | $10,132-99.3% |