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 | $22,589 | $157,256-85.6% | $141,162-84.0% | $152,861-85.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 82.5%+3.2pp | 82.4%+3.3pp |
| Annual return | 28.63% | 64.32%-35.7pp | 71.39%-42.8pp | 345.32%-316.7pp |
| Employer contribution / active EE | $1,598 | $5,261-69.6% | $4,735-66.2% | $4,762-66.4% |
| Participant deferral / active EE | $2,141 | $7,109-69.9% | $6,709-68.1% | $5,850-63.4% |
| Admin fee / account holder | $44 | $12,120-99.6% | $10,261-99.6% | $11,596-99.6% |