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 7-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 | $50,981 | $76,367-33.2% | $93,606-45.5% | $72,985-30.1% |
| Participation rate | 86.4% | 71.7%+14.6pp | 75.8%+10.5pp | 69.5%+16.9pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,073 | $3,538-69.7% | $4,069-73.6% | $3,607-70.3% |
| Admin fee / account holder | $9 | $6,838-99.9% | $7,888-99.9% | $5,124-99.8% |