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 | $81,265 | $185,822-56.3% | $169,993-52.2% | $139,434-41.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 38.41% | 60.50%-22.1pp | 53.37%-15.0pp | 372.94%-334.5pp |
| Employer contribution / active EE | $10,379 | $7,590+36.7% | $6,785+53.0% | $4,751+118.5% |
| Participant deferral / active EE | $0 | $11,622-100.0% | $10,408-100.0% | $6,710-100.0% |
| Admin fee / account holder | $15 | $15,381-99.9% | $12,815-99.9% | $11,403-99.9% |