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 | $47,361 | $157,256-69.9% | $141,162-66.4% | $152,861-69.0% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 22.97% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $331 | $5,261-93.7% | $4,735-93.0% | $4,762-93.0% |
| Participant deferral / active EE | $6,465 | $7,109-9.1% | $6,709-3.6% | $5,850+10.5% |
| Admin fee / account holder | $1 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |