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 5-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 | $19,275 | $111,754-82.8% | $103,333-81.3% | $145,922-86.8% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.5%+5.5pp | 80.3%-0.3pp |
| Annual return | 11.03% | 24.77%-13.7pp | 24.88%-13.8pp | 561.29%-550.3pp |
| Employer contribution / active EE | $2,679 | $4,212-36.4% | $3,868-30.7% | $4,660-42.5% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $5,057-100.0% | $6,688-100.0% |
| Admin fee / account holder | $168 | $9,750-98.3% | $8,355-98.0% | $13,397-98.7% |