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 9-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 | $21,542 | $64,307-66.5% | $57,343-62.4% | $125,391-82.8% |
| Participation rate | 88.2% | 78.6%+9.6pp | 75.1%+13.1pp | 83.2%+5.0pp |
| Annual return | -0.79% | 25.12%-25.9pp | 24.39%-25.2pp | 282.22%-283.0pp |
| Employer contribution / active EE | $5,714 | $3,193+79.0% | $2,689+112.5% | $4,866+17.4% |
| Participant deferral / active EE | $0 | $3,848-100.0% | $3,162-100.0% | $5,352-100.0% |
| Admin fee / account holder | $230 | $5,242-95.6% | $3,356-93.2% | $9,540-97.6% |