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 | $85,991 | $190,805-54.9% | $159,960-46.2% | $134,475-36.1% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -7.61% | 552.23%-559.8pp | 408.60%-416.2pp | 417.96%-425.6pp |
| Employer contribution / active EE | $850 | $4,995-83.0% | $4,226-79.9% | $4,740-82.1% |
| Participant deferral / active EE | $850 | $6,923-87.7% | $6,182-86.3% | $6,400-86.7% |
| Admin fee / account holder | $0 | $10,471-100.0% | $8,698-100.0% | $11,426-100.0% |