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 | $83,932 | $126,574-33.7% | $106,213-21.0% | $145,922-42.5% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 11.06% | 224.79%-213.7pp | 116.14%-105.1pp | 561.29%-550.2pp |
| Employer contribution / active EE | $3,175 | $3,730-14.9% | $3,171+0.1% | $4,660-31.9% |
| Participant deferral / active EE | $1,352 | $5,724-76.4% | $5,016-73.0% | $6,688-79.8% |
| Admin fee / account holder | $23 | $17,304-99.9% | $11,033-99.8% | $13,397-99.8% |