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 | $87,178 | $148,534-41.3% | $135,903-35.9% | $139,434-37.5% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 16.00% | 79.19%-63.2pp | 68.23%-52.2pp | 372.94%-356.9pp |
| Employer contribution / active EE | $1,516 | $5,243-71.1% | $4,856-68.8% | $4,751-68.1% |
| Participant deferral / active EE | $1,713 | $8,100-78.9% | $7,758-77.9% | $6,710-74.5% |
| Admin fee / account holder | $266 | $12,400-97.9% | $10,762-97.5% | $11,403-97.7% |