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 | $21,463 | $46,869-54.2% | $122,332-82.5% | $70,131-69.4% |
| Participation rate | 84.0% | 58.2%+25.8pp | 71.6%+12.4pp | 69.5%+14.5pp |
| Annual return | 14.00% | 24.22%-10.2pp | 30.27%-16.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,050-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $369 | $2,166-83.0% | $3,287-88.8% | $3,332-88.9% |
| Admin fee / account holder | $50 | $3,322-98.5% | $5,478-99.1% | $4,645-98.9% |