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 | $38,747 | $90,600-57.2% | $79,464-51.2% | $135,375-71.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -8.19% | 977.43%-985.6pp | 718.14%-726.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $6,160 | $3,068+100.8% | $2,800+120.0% | $4,779+28.9% |
| Participant deferral / active EE | $320 | $4,050-92.1% | $3,704-91.4% | $5,609-94.3% |
| Admin fee / account holder | $101 | $5,907-98.3% | $5,113-98.0% | $10,827-99.1% |