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 | $99,465 | $65,703+51.4% | $94,224+5.6% | $59,632+66.8% |
| Participation rate | 84.2% | 72.1%+12.1pp | 78.8%+5.4pp | 68.7%+15.5pp |
| Annual return | -0.01% | 5.22%-5.2pp | 10.68%-10.7pp | 2041.28%-2041.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $3,587-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,714 | $3,143+81.8% | $4,320+32.3% | $3,192+79.0% |
| Admin fee / account holder | $39 | $4,264-99.1% | $6,269-99.4% | $4,297-99.1% |