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 | $15,569 | $77,899-80.0% | $149,673-89.6% | $75,163-79.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.07% | 31.72%-13.6pp | 134.42%-116.3pp | 160.62%-142.5pp |
| Employer contribution / active EE | $1,278 | $3,137-59.3% | $4,818-73.5% | $2,670-52.1% |
| Participant deferral / active EE | $647 | $3,411-81.0% | $5,680-88.6% | $4,125-84.3% |
| Admin fee / account holder | $83 | $5,956-98.6% | $13,210-99.4% | $5,651-98.5% |