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 6-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 | $13,018 | $111,754-88.4% | $103,333-87.4% | $145,922-91.1% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.5%-4.5pp | 80.3%-10.3pp |
| Annual return | 14.47% | 24.77%-10.3pp | 24.88%-10.4pp | 561.29%-546.8pp |
| Employer contribution / active EE | $1,246 | $4,212-70.4% | $3,868-67.8% | $4,660-73.3% |
| Participant deferral / active EE | $1,248 | $5,619-77.8% | $5,057-75.3% | $6,688-81.3% |
| Admin fee / account holder | $26 | $9,750-99.7% | $8,355-99.7% | $13,397-99.8% |