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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,204 | $167,307+13.7% | $143,757+32.3% | $134,475+41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.88% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,911 | $5,619-48.2% | $4,951-41.2% | $4,740-38.6% |
| Participant deferral / active EE | $1,350 | $6,446-79.1% | $5,637-76.1% | $6,400-78.9% |
| Admin fee / account holder | $168 | $18,088-99.1% | $14,673-98.9% | $11,426-98.5% |