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 | $4,031 | $74,888-94.6% | $71,209-94.3% | $142,382-97.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 48.20% | 345.14%-296.9pp | 282.51%-234.3pp | 217.08%-168.9pp |
| Employer contribution / active EE | $328 | $2,854-88.5% | $2,721-88.0% | $4,299-92.4% |
| Participant deferral / active EE | $2,579 | $4,454-42.1% | $4,175-38.2% | $6,507-60.4% |
| Admin fee / account holder | $29 | $5,568-99.5% | $5,349-99.5% | $12,624-99.8% |