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 | $29,822 | $165,335-82.0% | $149,696-80.1% | $158,922-81.2% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 20.20% | 348.15%-327.9pp | 276.60%-256.4pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,425 | $5,103-72.1% | $4,644-69.3% | $4,761-70.1% |
| Participant deferral / active EE | $1,698 | $7,181-76.4% | $6,842-75.2% | $5,982-71.6% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |