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 | $0 | $90,600-100.0% | $79,464-100.0% | $135,375-100.0% |
| Participation rate | 0.0% | 76.0%-76.0pp | 73.3%-73.3pp | 82.6%-82.6pp |
| Annual return | 13.35% | 977.43%-964.1pp | 718.14%-704.8pp | 519.73%-506.4pp |
| Employer contribution / active EE | $128 | $3,068-95.8% | $2,800-95.4% | $4,779-97.3% |
| Participant deferral / active EE | $369 | $4,050-90.9% | $3,704-90.0% | $5,609-93.4% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,827-100.0% |