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 | $32,137 | $153,772-79.1% | $133,980-76.0% | $273,961-88.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.59% | 36.51%-30.9pp | 29.30%-23.7pp | 41.45%-35.9pp |
| Employer contribution / active EE | $1,898 | $6,029-68.5% | $5,211-63.6% | $4,869-61.0% |
| Participant deferral / active EE | $1,898 | $6,958-72.7% | $6,282-69.8% | $5,287-64.1% |
| Admin fee / account holder | $0 | $11,765-100.0% | $9,324-100.0% | $10,132-100.0% |