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 | $47,769 | $105,998-54.9% | $92,233-48.2% | $147,584-67.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 11.49% | 50.05%-38.6pp | 176.28%-164.8pp | 578.55%-567.1pp |
| Employer contribution / active EE | $3,688 | $4,333-14.9% | $3,679+0.2% | $4,876-24.4% |
| Participant deferral / active EE | $1,081 | $4,478-75.9% | $3,897-72.3% | $5,439-80.1% |
| Admin fee / account holder | $214 | $6,332-96.6% | $5,194-95.9% | $10,885-98.0% |