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 | $37,797 | $177,572-78.7% | $154,803-75.6% | $142,382-73.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.44% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,832 | $4,810-41.1% | $4,305-34.2% | $4,299-34.1% |
| Participant deferral / active EE | $1,242 | $6,272-80.2% | $5,540-77.6% | $6,507-80.9% |
| Admin fee / account holder | $160 | $16,786-99.0% | $14,329-98.9% | $12,624-98.7% |