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 | $27,496 | $176,056-84.4% | $159,436-82.8% | $167,490-83.6% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.41% | 331.75%-318.3pp | 263.57%-250.2pp | 478.56%-465.1pp |
| Employer contribution / active EE | $1,131 | $5,297-78.6% | $4,829-76.6% | $4,837-76.6% |
| Participant deferral / active EE | $1,296 | $7,750-83.3% | $7,352-82.4% | $6,341-79.6% |
| Admin fee / account holder | $245 | $12,554-98.0% | $10,799-97.7% | $12,309-98.0% |