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 8-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 | $64,256 | $177,572-63.8% | $154,803-58.5% | $142,382-54.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.46% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,326 | $4,810-72.4% | $4,305-69.2% | $4,299-69.1% |
| Participant deferral / active EE | $1,326 | $6,272-78.9% | $5,540-76.1% | $6,507-79.6% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |