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 | $107,440 | $202,318-46.9% | $172,739-37.8% | $152,861-29.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.4%+7.6pp |
| Annual return | 31.79% | 1029.65%-997.9pp | 802.84%-771.1pp | 345.32%-313.5pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,706 | $5,948+12.7% | $5,198+29.0% | $5,850+14.6% |
| Admin fee / account holder | $17 | $17,109-99.9% | $13,954-99.9% | $11,596-99.9% |