Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | $23,252 | $117,859-80.3% | $102,438-77.3% | $145,959-84.1% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.0pp |
| Annual return | 14.56% | 31.72%-17.2pp | 29.37%-14.8pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,340 | $3,615-62.9% | $3,024-55.7% | $4,661-71.3% |
| Participant deferral / active EE | $969 | $5,732-83.1% | $5,054-80.8% | $6,689-85.5% |
| Admin fee / account holder | $10 | $13,318-99.9% | $9,448-99.9% | $13,398-99.9% |