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 | $18,945 | $43,327-56.3% | $59,878-68.4% | $64,186-70.5% |
| Participation rate | 88.7% | 69.2%+19.6pp | 74.7%+14.0pp | 69.6%+19.2pp |
| Annual return | 3.57% | -1.55%+5.1pp | 3.46%+0.1pp | 7.63%-4.1pp |
| Employer contribution / active EE | $2,027 | $2,028-0.1% | $2,722-25.5% | $2,381-14.8% |
| Participant deferral / active EE | $452 | $2,546-82.2% | $3,402-86.7% | $3,470-87.0% |
| Admin fee / account holder | $236 | $3,005-92.2% | $3,590-93.4% | $4,888-95.2% |