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 6-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 | $25,579 | $88,710-71.2% | $81,783-68.7% | $145,959-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.21% | 1027.26%-1016.0pp | 775.05%-763.8pp | 561.95%-550.7pp |
| Employer contribution / active EE | $7,964 | $3,083+158.3% | $2,913+173.4% | $4,661+70.9% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $189 | $8,407-97.8% | $7,380-97.4% | $13,398-98.6% |