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 | $28,998 | $167,484-82.7% | $151,611-80.9% | $134,475-78.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.02% | 7.80%-24.8pp | 3.33%-20.3pp | 417.96%-435.0pp |
| Employer contribution / active EE | $5,009 | $6,829-26.7% | $6,166-18.8% | $4,740+5.7% |
| Participant deferral / active EE | $2,338 | $8,986-74.0% | $8,363-72.0% | $6,400-63.5% |
| Admin fee / account holder | $129 | $13,783-99.1% | $11,616-98.9% | $11,426-98.9% |