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 | $51,143 | $94,625-46.0% | $116,228-56.0% | $84,808-39.7% |
| Participation rate | 82.1% | 70.4%+11.7pp | 74.6%+7.6pp | 68.3%+13.8pp |
| Annual return | 16.76% | 20.40%-3.6pp | 90.06%-73.3pp | 40.90%-24.1pp |
| Employer contribution / active EE | $361 | $2,347-84.6% | $2,994-87.9% | $2,631-86.3% |
| Participant deferral / active EE | $4,731 | $3,972+19.1% | $4,953-4.5% | $4,212+12.3% |
| Admin fee / account holder | $300 | $10,091-97.0% | $11,989-97.5% | $7,344-95.9% |