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 | $52,845 | $115,882-54.4% | $100,516-47.4% | $158,922-66.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 10.79% | 34.79%-24.0pp | 30.89%-20.1pp | 302.83%-292.0pp |
| Employer contribution / active EE | $3,875 | $4,103-5.6% | $3,418+13.4% | $4,761-18.6% |
| Participant deferral / active EE | $1,050 | $6,674-84.3% | $6,270-83.3% | $5,982-82.4% |
| Admin fee / account holder | $20 | $10,995-99.8% | $8,081-99.8% | $11,246-99.8% |