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 | $79,326 | $167,307-52.6% | $143,757-44.8% | $134,475-41.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.59% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,127 | $5,619-62.2% | $4,951-57.0% | $4,740-55.1% |
| Participant deferral / active EE | $881 | $6,446-86.3% | $5,637-84.4% | $6,400-86.2% |
| Admin fee / account holder | $20 | $18,088-99.9% | $14,673-99.9% | $11,426-99.8% |