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 | $34,114 | $70,756-51.8% | $65,493-47.9% | $142,382-76.0% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 15.09% | 1754.89%-1739.8pp | 982.45%-967.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,420 | $2,881+18.7% | $2,574+32.9% | $4,299-20.4% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $110 | $6,559-98.3% | $5,028-97.8% | $12,624-99.1% |