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 | $80,195 | $97,044-17.4% | $83,333-3.8% | $135,375-40.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.96% | 12.31%-18.3pp | 10.63%-16.6pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,077 | $4,143-74.0% | $3,379-68.1% | $4,779-77.5% |
| Participant deferral / active EE | $1,077 | $5,964-82.0% | $5,565-80.7% | $5,609-80.8% |
| Admin fee / account holder | $0 | $8,380-100.0% | $7,510-100.0% | $10,827-100.0% |