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 | $56,724 | $150,187-62.2% | $120,354-52.9% | $145,922-61.1% |
| Participation rate | 70.0% | 78.8%-8.8pp | 71.9%-1.9pp | 80.3%-10.3pp |
| Annual return | 12.02% | 154.07%-142.0pp | 107.15%-95.1pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,185 | $4,348-72.7% | $3,463-65.8% | $4,660-74.6% |
| Participant deferral / active EE | $1,385 | $6,173-77.6% | $4,991-72.2% | $6,688-79.3% |
| Admin fee / account holder | $5 | $12,207-100.0% | $9,423-99.9% | $13,397-100.0% |