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 | $51,484 | $116,175-55.7% | $93,606-45.0% | $152,861-66.3% |
| Participation rate | 87.5% | 78.0%+9.5pp | 75.8%+11.7pp | 82.4%+5.1pp |
| Annual return | 24.25% | 35.96%-11.7pp | 32.76%-8.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,607 | $4,603-65.1% | $4,069-60.5% | $5,850-72.5% |
| Admin fee / account holder | $48 | $10,748-99.6% | $7,888-99.4% | $11,596-99.6% |