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 9-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 | $31,499 | $160,055-80.3% | $140,016-77.5% | $135,375-76.7% |
| Participation rate | 93.8% | 88.5%+5.2pp | 87.5%+6.3pp | 82.6%+11.1pp |
| Annual return | -5.83% | 911.38%-917.2pp | 651.12%-656.9pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $16,453 | $7,642+115.3% | $6,927+137.5% | $5,609+193.3% |
| Admin fee / account holder | $24 | $13,328-99.8% | $10,705-99.8% | $10,827-99.8% |