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 | $74,200 | $138,044-46.2% | $125,339-40.8% | $134,475-44.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.25% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.2pp |
| Employer contribution / active EE | $4,028 | $5,243-23.2% | $4,814-16.3% | $4,740-15.0% |
| Participant deferral / active EE | $1,586 | $7,799-79.7% | $7,446-78.7% | $6,400-75.2% |
| Admin fee / account holder | $125 | $11,571-98.9% | $10,010-98.7% | $11,426-98.9% |