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 8-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 | $34,553 | $209,374-83.5% | $204,484-83.1% | $478,521-92.8% |
| Participation rate | 100.0% | 90.3%+9.7pp | 87.2%+12.8pp | 89.3%+10.7pp |
| Annual return | 0.24% | 0.62%-0.4pp | 1.17%-0.9pp | 101.52%-101.3pp |
| Employer contribution / active EE | $15,000 | $3,026+395.7% | $3,236+363.5% | $22,406-33.1% |
| Participant deferral / active EE | $0 | $10,567-100.0% | $9,535-100.0% | $7,699-100.0% |
| Admin fee / account holder | $0 | $3,921-100.0% | $4,140-100.0% | $12,578-100.0% |