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 | $39,309 | $202,318-80.6% | $172,739-77.2% | $152,861-74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.74% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.6pp |
| Employer contribution / active EE | $1,437 | $5,856-75.5% | $5,143-72.1% | $4,762-69.8% |
| Participant deferral / active EE | $2,017 | $5,948-66.1% | $5,198-61.2% | $5,850-65.5% |
| Admin fee / account holder | $18 | $17,109-99.9% | $13,954-99.9% | $11,596-99.8% |