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 9-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 | $29,253 | $152,587-80.8% | $125,175-76.6% | $152,861-80.9% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 10.58% | 54.84%-44.3pp | 43.79%-33.2pp | 345.32%-334.7pp |
| Employer contribution / active EE | $9,913 | $4,946+100.4% | $3,865+156.5% | $4,762+108.2% |
| Participant deferral / active EE | $0 | $5,868-100.0% | $4,937-100.0% | $5,850-100.0% |
| Admin fee / account holder | $123 | $13,434-99.1% | $9,702-98.7% | $11,596-98.9% |