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 | $80,458 | $138,044-41.7% | $125,339-35.8% | $134,475-40.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.13% | 750.33%-767.5pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,420 | $5,243-72.9% | $4,814-70.5% | $4,740-70.0% |
| Participant deferral / active EE | $1,775 | $7,799-77.2% | $7,446-76.2% | $6,400-72.3% |
| Admin fee / account holder | $25 | $11,571-99.8% | $10,010-99.8% | $11,426-99.8% |