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 | $94,204 | $117,841-20.1% | $102,423-8.0% | $145,922-35.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 17.82% | 31.65%-13.8pp | 29.32%-11.5pp | 561.29%-543.5pp |
| Employer contribution / active EE | $984 | $3,615-72.8% | $3,023-67.5% | $4,660-78.9% |
| Participant deferral / active EE | $1,263 | $5,731-78.0% | $5,053-75.0% | $6,688-81.1% |
| Admin fee / account holder | $277 | $13,326-97.9% | $9,451-97.1% | $13,397-97.9% |