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 | $75,695 | $160,055-52.7% | $140,016-45.9% | $135,375-44.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.43% | 911.38%-917.8pp | 651.12%-657.5pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,892 | $6,420-39.4% | $5,606-30.6% | $4,779-18.6% |
| Participant deferral / active EE | $2,115 | $7,642-72.3% | $6,927-69.5% | $5,609-62.3% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |