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 8-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 | $34,564 | $157,256-78.0% | $141,162-75.5% | $152,861-77.4% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.4%-7.4pp |
| Annual return | 25.54% | 64.32%-38.8pp | 71.39%-45.8pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,546 | $5,261-70.6% | $4,735-67.4% | $4,762-67.5% |
| Participant deferral / active EE | $2,295 | $7,109-67.7% | $6,709-65.8% | $5,850-60.8% |
| Admin fee / account holder | $143 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |