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 7-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 | $58,110 | $209,832-72.3% | $189,513-69.3% | $167,490-65.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 25.07% | 748.27%-723.2pp | 555.15%-530.1pp | 478.56%-453.5pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $319 | $8,935-96.4% | $8,221-96.1% | $6,341-95.0% |
| Admin fee / account holder | $81 | $14,293-99.4% | $12,045-99.3% | $12,309-99.3% |