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 5-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 | $0 | $165,335-100.0% | $149,696-100.0% | $158,922-100.0% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 23.18% | 348.15%-325.0pp | 276.60%-253.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $8,150 | $5,103+59.7% | $4,644+75.5% | $4,761+71.2% |
| Participant deferral / active EE | $1,600 | $7,181-77.7% | $6,842-76.6% | $5,982-73.3% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |