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 | $11,314 | $65,685-82.8% | $57,179-80.2% | $273,961-95.9% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 61.86% | 21.99%+39.9pp | 14.59%+47.3pp | 41.45%+20.4pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $163 | $3,782-95.7% | $3,096-94.7% | $5,287-96.9% |
| Admin fee / account holder | $206 | $4,835-95.7% | $3,139-93.4% | $10,132-98.0% |