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 | $20,553 | $95,862-78.6% | $79,550-74.2% | $134,475-84.7% |
| Participation rate | 86.7% | 75.0%+11.6pp | 69.5%+17.2pp | 81.2%+5.4pp |
| Annual return | -9.27% | -2.69%-6.6pp | 0.16%-9.4pp | 417.96%-427.2pp |
| Employer contribution / active EE | $4,451 | $3,128+42.3% | $2,413+84.4% | $4,740-6.1% |
| Participant deferral / active EE | $0 | $4,693-100.0% | $3,985-100.0% | $6,400-100.0% |
| Admin fee / account holder | $142 | $9,126-98.4% | $6,832-97.9% | $11,426-98.8% |