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 | $42,880 | $159,602-73.1% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.16% | 70.24%-44.1pp | 62.55%-36.4pp | 217.08%-190.9pp |
| Employer contribution / active EE | $3,117 | $4,961-37.2% | $4,693-33.6% | $4,299-27.5% |
| Participant deferral / active EE | $1,486 | $8,310-82.1% | $7,997-81.4% | $6,507-77.2% |
| Admin fee / account holder | $140 | $14,846-99.1% | $13,435-99.0% | $12,624-98.9% |