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 7-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 | $45,357 | $138,044-67.1% | $125,339-63.8% | $134,475-66.3% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | 66.91% | 750.33%-683.4pp | 572.05%-505.1pp | 417.96%-351.1pp |
| Employer contribution / active EE | $2,405 | $5,243-54.1% | $4,814-50.0% | $4,740-49.2% |
| Participant deferral / active EE | $2,536 | $7,799-67.5% | $7,446-65.9% | $6,400-60.4% |
| Admin fee / account holder | $168 | $11,571-98.5% | $10,010-98.3% | $11,426-98.5% |