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 | $30,288 | $67,606-55.2% | $82,313-63.2% | $70,131-56.8% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.9%-1.4pp | 69.5%+5.9pp |
| Annual return | 17.60% | 21.57%-4.0pp | 25.88%-8.3pp | 73.14%-55.5pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,022 | $2,987-32.3% | $3,706-45.4% | $3,332-39.3% |
| Admin fee / account holder | $204 | $4,512-95.5% | $5,608-96.4% | $4,645-95.6% |