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 | $114,595 | $197,591-42.0% | $177,821-35.6% | $158,922-27.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 11.51% | 58.76%-47.3pp | 48.32%-36.8pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,710 | $6,697-59.5% | $5,918-54.2% | $4,761-43.1% |
| Participant deferral / active EE | $2,610 | $8,405-68.9% | $7,714-66.2% | $5,982-56.4% |
| Admin fee / account holder | $7 | $15,399-100.0% | $12,427-99.9% | $11,246-99.9% |