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 | $149,546 | $180,449-17.1% | $154,107-3.0% | $135,375+10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 9.69% | 888.09%-878.4pp | 735.12%-725.4pp | 519.73%-510.0pp |
| Employer contribution / active EE | $1,013 | $6,035-83.2% | $5,298-80.9% | $4,779-78.8% |
| Participant deferral / active EE | $7,000 | $5,806+20.6% | $5,081+37.8% | $5,609+24.8% |
| Admin fee / account holder | $0 | $16,143-100.0% | $13,411-100.0% | $10,827-100.0% |