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 | $8,222 | $85,022-90.3% | $70,515-88.3% | $139,434-94.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 23.96% | 30.38%-6.4pp | 32.77%-8.8pp | 372.94%-349.0pp |
| Employer contribution / active EE | $540 | $3,909-86.2% | $2,973-81.8% | $4,751-88.6% |
| Participant deferral / active EE | $945 | $5,890-84.0% | $4,567-79.3% | $6,710-85.9% |
| Admin fee / account holder | $0 | $8,906-100.0% | $6,412-100.0% | $11,403-100.0% |