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 | $29,979 | $185,822-83.9% | $169,993-82.4% | $139,434-78.5% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.81% | 60.50%-39.7pp | 53.37%-32.6pp | 372.94%-352.1pp |
| Employer contribution / active EE | $4,725 | $7,590-37.8% | $6,785-30.4% | $4,751-0.5% |
| Participant deferral / active EE | $1,968 | $11,622-83.1% | $10,408-81.1% | $6,710-70.7% |
| Admin fee / account holder | $52 | $15,381-99.7% | $12,815-99.6% | $11,403-99.5% |