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 | $134,996 | $133,958+0.8% | $112,228+20.3% | $134,475+0.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.16% | 47.11%-51.3pp | 27.45%-31.6pp | 417.96%-422.1pp |
| Employer contribution / active EE | $2,159 | $4,038-46.5% | $3,635-40.6% | $4,740-54.4% |
| Participant deferral / active EE | $928 | $5,291-82.5% | $4,728-80.4% | $6,400-85.5% |
| Admin fee / account holder | $0 | $7,489-100.0% | $6,410-100.0% | $11,426-100.0% |