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 | $167,507 | $124,319+34.7% | $111,297+50.5% | $167,4900% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 33.11% | 37.44%-4.3pp | 54.65%-21.5pp | 478.56%-445.4pp |
| Employer contribution / active EE | $1,591 | $3,435-53.7% | $2,731-41.7% | $4,837-67.1% |
| Participant deferral / active EE | $1,200 | $5,180-76.8% | $4,487-73.3% | $6,341-81.1% |
| Admin fee / account holder | $20 | $10,618-99.8% | $7,964-99.7% | $12,309-99.8% |