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 | $45,697 | $65,685-30.4% | $57,179-20.1% | $273,961-83.3% |
| Participation rate | 82.4% | 78.3%+4.0pp | 75.3%+7.0pp | 83.0%-0.7pp |
| Annual return | 3.53% | 21.99%-18.5pp | 14.59%-11.1pp | 41.45%-37.9pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $3,108 | $3,782-17.8% | $3,096+0.4% | $5,287-41.2% |
| Admin fee / account holder | $5 | $4,835-99.9% | $3,139-99.9% | $10,132-100.0% |