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 | $94,057 | $104,664-10.1% | $85,682+9.8% | $167,490-43.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.17% | 21.45%-9.3pp | 21.49%-9.3pp | 478.56%-466.4pp |
| Employer contribution / active EE | $1,689 | $3,337-49.4% | $2,618-35.5% | $4,837-65.1% |
| Participant deferral / active EE | $225 | $4,824-95.3% | $3,923-94.3% | $6,341-96.5% |
| Admin fee / account holder | $0 | $10,032-100.0% | $6,873-100.0% | $12,309-100.0% |