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 | $59,492 | $209,832-71.6% | $189,513-68.6% | $167,490-64.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 12.48% | 748.27%-735.8pp | 555.15%-542.7pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,903 | $6,914-58.0% | $6,162-52.9% | $4,837-40.0% |
| Participant deferral / active EE | $2,157 | $8,935-75.9% | $8,221-73.8% | $6,341-66.0% |
| Admin fee / account holder | $0 | $14,293-100.0% | $12,045-100.0% | $12,309-100.0% |