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 7-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 | $129,237 | $107,452+20.3% | $91,541+41.2% | $142,382-9.2% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 16.59% | 22.06%-5.5pp | 20.50%-3.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $579 | $2,994-80.7% | $2,505-76.9% | $4,299-86.5% |
| Participant deferral / active EE | $724 | $4,754-84.8% | $4,008-81.9% | $6,507-88.9% |
| Admin fee / account holder | $123 | $8,834-98.6% | $6,956-98.2% | $12,624-99.0% |