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 | $82,545 | $58,828+40.3% | $77,999+5.8% | $62,891+31.3% |
| Participation rate | 72.5% | 71.1%+1.4pp | 75.5%-3.0pp | 69.3%+3.2pp |
| Annual return | 4.85% | 17.16%-12.3pp | 425.96%-421.1pp | 20.14%-15.3pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $3,373 | $2,686+25.6% | $3,497-3.5% | $3,203+5.3% |
| Admin fee / account holder | $173 | $4,393-96.1% | $5,480-96.8% | $4,296-96.0% |