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 4-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 | $21,510 | $183,519-88.3% | $155,509-86.2% | $145,922-85.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.20% | 61.17%-37.0pp | 64.67%-40.5pp | 561.29%-537.1pp |
| Employer contribution / active EE | $3,571 | $5,313-32.8% | $4,672-23.6% | $4,660-23.4% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $98 | $19,313-99.5% | $15,912-99.4% | $13,397-99.3% |