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 6-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 | $21,667 | $105,859-79.5% | $90,160-76.0% | $147,584-85.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 18.60% | 37.63%-19.0pp | 34.88%-16.3pp | 578.55%-559.9pp |
| Employer contribution / active EE | $576 | $4,126-86.0% | $3,318-82.6% | $4,876-88.2% |
| Participant deferral / active EE | $527 | $5,733-90.8% | $5,288-90.0% | $5,439-90.3% |
| Admin fee / account holder | $30 | $8,046-99.6% | $5,943-99.5% | $10,885-99.7% |