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 | $25,783 | $118,919-78.3% | $88,538-70.9% | $152,861-83.1% |
| Participation rate | 84.6% | 73.4%+11.2pp | 68.7%+15.9pp | 82.4%+2.2pp |
| Annual return | 7.74% | 47.92%-40.2pp | 43.64%-35.9pp | 345.32%-337.6pp |
| Employer contribution / active EE | $7,176 | $2,669+168.9% | $2,098+242.0% | $4,762+50.7% |
| Participant deferral / active EE | $0 | $3,549-100.0% | $2,914-100.0% | $5,850-100.0% |
| Admin fee / account holder | $0 | $5,876-100.0% | $4,310-100.0% | $11,596-100.0% |