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 | $185,373 | $97,757+89.6% | $83,848+121.1% | $135,375+36.9% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -1.19% | 1287.37%-1288.6pp | 850.88%-852.1pp | 519.73%-520.9pp |
| Employer contribution / active EE | $16,089 | $4,222+281.1% | $3,631+343.1% | $4,779+236.7% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $4,082-100.0% | $5,609-100.0% |
| Admin fee / account holder | $16 | $6,674-99.8% | $5,478-99.7% | $10,827-99.9% |