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 4-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 | $16,395 | $51,175-68.0% | $70,515-76.7% | $75,163-78.2% |
| Participation rate | 81.4% | 60.9%+20.5pp | 68.3%+13.0pp | 67.2%+14.2pp |
| Annual return | 27.92% | 30.02%-2.1pp | 32.77%-4.9pp | 160.62%-132.7pp |
| Employer contribution / active EE | $10,099 | $1,826+453.0% | $2,973+239.6% | $2,670+278.3% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $219 | $4,091-94.6% | $6,412-96.6% | $5,651-96.1% |