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 | $146,885 | $215,361-31.8% | $171,082-14.1% | $273,961-46.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 6.84% | 25.14%-18.3pp | 32.56%-25.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $15,364 | $4,967+209.3% | $4,002+283.9% | $4,869+215.6% |
| Participant deferral / active EE | $0 | $5,543-100.0% | $4,797-100.0% | $5,287-100.0% |
| Admin fee / account holder | $17 | $10,846-99.8% | $8,520-99.8% | $10,132-99.8% |