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 | $16,036 | $45,035-64.4% | $62,995-74.5% | $70,131-77.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.14% | 18.76%-1.6pp | 87.57%-70.4pp | 73.14%-56.0pp |
| Employer contribution / active EE | $892 | $2,051-56.5% | $2,759-67.7% | $2,342-61.9% |
| Participant deferral / active EE | $709 | $2,465-71.2% | $3,329-78.7% | $3,332-78.7% |
| Admin fee / account holder | $40 | $2,834-98.6% | $3,600-98.9% | $4,645-99.1% |